-45.7%
ADBE vs RKT
-12.9%
-32.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | -5.4% | -6.3% | +0.9% | -4.6% |
| 30D | -2.5% | -6.2% | +3.7% | -1.8% |
| 3M | +15.3% | -1.9% | +17.1% | +15.2% |
| 6M | -7.8% | -13.0% | +5.2% | -7.1% |
| YTD | -27.9% | -31.9% | +4.0% | -25.6% |
| 1Y | -28.0% | -37.6% | +9.5% | -25.1% |
| 3Y | -55.3% | +36.8% | -92.1% | -60.4% |
| 5Y | -61.7% | -9.7% | -52.0% | -66.1% |
| All | -45.7% | -12.9% | -32.8% | -52.5% |
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