-55.9%
ADBE vs RKT
+35.1%
-91.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -2.2% |
| 7D | -12.9% | -7.2% | -5.7% | -12.4% |
| 30D | -5.6% | -7.9% | +2.2% | -5.1% |
| 3M | +6.6% | +5.2% | +1.4% | +6.2% |
| 6M | -9.6% | -14.9% | +5.3% | -9.0% |
| YTD | -28.9% | -31.9% | +3.0% | -27.6% |
| 1Y | -28.9% | -36.9% | +8.0% | -27.5% |
| All | -55.9% | +35.1% | -91.0% | -58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling