+6.0%
AAL vs RKT
-11.6%
+17.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | +1.7% |
| 7D | +10.1% | +4.6% | +5.4% | +8.0% |
| 30D | +10.6% | +25.9% | -15.3% | 0.0% |
| 3M | -5.9% | +5.0% | -10.9% | -8.8% |
| 6M | +5.7% | -7.9% | +13.6% | +6.4% |
| YTD | -8.0% | -25.4% | +17.4% | -2.6% |
| 1Y | +6.0% | -15.4% | +21.4% | +7.5% |
| All | +6.0% | -11.6% | +17.6% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 1y: compounded portfolio wealth divided by compounded RKT 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…
1y analysis · Full analysis span regression · 6 months rolling