+303.5%
ABBV vs RKT
-9.3%
+312.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.1% | +4.9% | -0.1% |
| 7D | +2.2% | -7.5% | +9.6% | +2.3% |
| 30D | +8.0% | +26.6% | -18.6% | +7.3% |
| 3M | +19.1% | -2.4% | +21.5% | +19.1% |
| 6M | +43.5% | -7.4% | +50.9% | +43.5% |
| YTD | +32.7% | -29.2% | +61.9% | +33.4% |
| 1Y | +30.0% | -23.5% | +53.6% | +30.3% |
| 3Y | +134.7% | +73.9% | +60.8% | +129.1% |
| 5Y | +200.6% | -6.6% | +207.3% | +193.3% |
| All | +303.5% | -9.3% | +312.9% | +292.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling