-16.2%
ACN vs RKT
-11.2%
-5.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +0.9% | -1.6% |
| 7D | -6.3% | -1.0% | -5.4% | -6.2% |
| 30D | -1.4% | -2.4% | +1.0% | -1.2% |
| 3M | +2.6% | +1.9% | +0.7% | +2.0% |
| 6M | -14.3% | -13.9% | -0.4% | -13.7% |
| YTD | -33.1% | -30.6% | -2.5% | -31.6% |
| 1Y | -28.8% | -34.4% | +5.6% | -27.0% |
| 3Y | -43.0% | +38.2% | -81.1% | -47.6% |
| 5Y | -44.0% | -9.7% | -34.4% | -49.1% |
| All | -16.2% | -11.2% | -5.0% | -24.6% |
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