+211.9%
TER vs RBLX
-48.3%
+260.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -3.7% |
| 7D | +9.4% | +8.1% | +1.3% | +7.7% |
| 30D | -2.4% | +23.9% | -26.3% | -6.8% |
| 3M | +6.5% | +8.1% | -1.6% | +2.5% |
| 6M | +23.2% | -23.7% | +46.9% | +25.9% |
| YTD | +91.5% | -44.6% | +136.1% | +108.7% |
| 1Y | +214.8% | -66.2% | +281.0% | +281.4% |
| 3Y | +275.3% | +54.7% | +220.6% | +209.9% |
| 5Y | +211.9% | -48.9% | +260.8% | +186.1% |
| All | +211.9% | -48.3% | +260.2% | +186.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling