-34.5%
RBLX vs ZBH
-36.1%
+1.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | +1.1% |
| 7D | +5.1% | -4.7% | +9.7% | +6.4% |
| 30D | +28.0% | -4.5% | +32.5% | +29.5% |
| 3M | +4.6% | +7.6% | -3.0% | +2.0% |
| 6M | -24.7% | +0.3% | -24.9% | -25.2% |
| YTD | -43.8% | +4.5% | -48.4% | -45.2% |
| 1Y | -65.8% | -9.4% | -56.4% | -65.2% |
| 3Y | +59.4% | -21.5% | +80.9% | +69.5% |
| 5Y | -48.2% | -28.4% | -19.8% | -50.2% |
| All | -34.5% | -36.1% | +1.6% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 10y: compounded portfolio wealth divided by compounded ZBH 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…
10y analysis · Full analysis span regression · 6 months rolling