+207.4%
ALAB vs RKT
+26.3%
+181.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.6% | +5.9% |
| 7D | -26.3% | +17.7% | -43.9% | -29.1% |
| 30D | -50.1% | +31.6% | -81.8% | -53.5% |
| 3M | -42.5% | +13.9% | -56.4% | -44.7% |
| 6M | -10.8% | +2.8% | -13.6% | -13.0% |
| YTD | +14.6% | -22.2% | +36.8% | +18.9% |
| 1Y | +17.1% | -3.5% | +20.6% | +17.2% |
| All | +207.4% | +26.3% | +181.1% | +192.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling