-46.3%
RBLX vs WM
+53.3%
-99.7%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.0% | +3.6% |
| 7D | +10.2% | -0.9% | +11.1% | +10.4% |
| 30D | +18.6% | -4.3% | +23.0% | +19.7% |
| 3M | +6.0% | +0.8% | +5.2% | +5.2% |
| 6M | -29.5% | -10.8% | -18.7% | -27.7% |
| YTD | -44.7% | -0.1% | -44.6% | -44.9% |
| 1Y | -65.1% | +1.0% | -66.1% | -65.4% |
| 3Y | +54.5% | +45.1% | +9.4% | +30.4% |
| 5Y | -46.3% | +52.1% | -98.4% | -56.8% |
| All | -46.3% | +53.3% | -99.7% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling