-11.0%
ACN vs RKT
-7.0%
-3.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -3.2% |
| 7D | -1.5% | +2.1% | -3.6% | -1.7% |
| 30D | +9.4% | +1.4% | +7.9% | +9.2% |
| 3M | +5.6% | +6.3% | -0.6% | +4.6% |
| 6M | -9.3% | -15.5% | +6.2% | -8.5% |
| YTD | -29.0% | -27.4% | -1.6% | -27.6% |
| 1Y | -24.7% | -26.6% | +1.9% | -23.6% |
| 3Y | -39.8% | +41.2% | -81.1% | -44.8% |
| 5Y | -40.9% | -6.4% | -34.5% | -46.5% |
| All | -11.0% | -7.0% | -3.9% | -20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling