+24.2%
ACN vs RKT
-4.5%
+28.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.9% | +6.5% | +2.1% |
| 7D | +1.6% | +4.6% | -3.1% | +1.1% |
| 30D | +24.6% | +25.9% | -1.2% | +21.7% |
| 3M | +46.2% | +5.0% | +41.2% | +45.2% |
| 6M | +46.2% | -7.9% | +54.1% | +46.3% |
| YTD | -0.9% | -25.4% | +24.5% | +0.5% |
| 1Y | +8.8% | -15.4% | +24.2% | +8.9% |
| 3Y | -14.3% | +83.3% | -97.6% | -23.6% |
| 5Y | -22.6% | -0.8% | -21.8% | -30.3% |
| All | +24.2% | -4.5% | +28.7% | +10.8% |
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