+1,023.2%
SMCI vs RBLX
-29.5%
+1,052.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +7.0% |
| 7D | +1.3% | +5.1% | -3.8% | +0.3% |
| 30D | +6.6% | +28.0% | -21.4% | +1.3% |
| 3M | +25.4% | +4.6% | +20.8% | +20.2% |
| 6M | +26.1% | -24.7% | +50.8% | +29.8% |
| YTD | +37.0% | -43.8% | +80.8% | +49.0% |
| 1Y | -8.8% | -65.8% | +57.0% | +10.1% |
| 3Y | +44.6% | +59.4% | -14.8% | +23.5% |
| 5Y | +995.9% | -48.2% | +1,044.2% | +867.9% |
| All | +1,023.2% | -29.5% | +1,052.7% | +890.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBLX.
Daily Out/Under-Performance
Portfolio return minus RBLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBLX 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 all: compounded portfolio wealth divided by compounded RBLX 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…
all analysis · Full analysis span regression · 6 months rolling