-25.9%
ADBE vs RKT
-9.4%
-16.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.7% | -7.7% | +0.1% |
| 7D | -0.5% | +29.7% | -30.2% | -3.2% |
| 30D | +4.1% | +28.5% | -24.5% | +1.1% |
| 3M | -3.5% | +6.4% | -9.9% | -4.8% |
| 6M | -2.2% | +7.1% | -9.3% | -3.6% |
| YTD | -29.0% | -22.5% | -6.5% | -29.4% |
| 1Y | -25.9% | -10.4% | -15.5% | -29.0% |
| All | -25.9% | -9.4% | -16.5% | -29.0% |
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