+53.5%
ALAB vs RKT
-23.8%
+77.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +16.3% | -9.0% | +25.3% | +19.4% |
| 30D | -26.1% | +30.2% | -56.3% | -33.3% |
| 3M | -31.3% | -8.8% | -22.4% | -29.2% |
| 6M | -1.0% | -0.9% | -0.1% | -2.9% |
| YTD | +33.3% | -29.2% | +62.5% | +49.2% |
| 1Y | +53.5% | -20.1% | +73.6% | +62.2% |
| All | +53.5% | -23.8% | +77.3% | +62.2% |
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