-47.6%
ADBE vs RKT
-9.3%
-38.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +1.6% | -9.0% | +10.5% | +2.8% |
| 30D | +1.0% | +30.2% | -29.2% | -2.5% |
| 3M | -10.1% | -8.8% | -1.3% | -9.4% |
| 6M | +3.0% | -0.9% | +3.9% | +2.2% |
| YTD | -30.5% | -29.2% | -1.4% | -28.8% |
| 1Y | -27.1% | -20.1% | -7.1% | -26.6% |
| 3Y | -58.8% | +81.3% | -140.1% | -65.1% |
| 5Y | -63.0% | -6.6% | -56.4% | -67.5% |
| All | -47.6% | -9.3% | -38.3% | -54.6% |
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