+11.9%
ACN vs RKT
-9.4%
+21.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.7% | -4.9% | +2.6% |
| 7D | +8.6% | +29.7% | -21.2% | +4.7% |
| 30D | +36.6% | +28.5% | +8.1% | +31.7% |
| 3M | +56.3% | +6.4% | +49.9% | +53.3% |
| 6M | +49.7% | +7.1% | +42.5% | +46.9% |
| YTD | +1.3% | -22.5% | +23.8% | +2.3% |
| 1Y | +11.9% | -10.4% | +22.4% | +10.7% |
| All | +11.9% | -9.4% | +21.3% | +10.7% |
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