-42.6%
ADBE vs RKT
-7.0%
-35.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.1% | -5.6% | -6.6% |
| 7D | -8.6% | +2.1% | -10.7% | -8.8% |
| 30D | +2.8% | +1.4% | +1.3% | +2.5% |
| 3M | +3.1% | +6.3% | -3.1% | +1.9% |
| 6M | -2.4% | -15.5% | +13.0% | -1.4% |
| YTD | -23.9% | -27.4% | +3.5% | -22.0% |
| 1Y | -22.6% | -26.6% | +4.0% | -21.1% |
| 3Y | -52.7% | +41.2% | -93.9% | -58.2% |
| 5Y | -60.0% | -6.4% | -53.6% | -64.9% |
| All | -42.6% | -7.0% | -35.5% | -50.3% |
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