+365.7%
ALAB vs RKT
+15.8%
+349.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.8% | -5.2% | -6.5% |
| 7D | +3.2% | +6.0% | -2.8% | +1.6% |
| 30D | -13.6% | +0.7% | -14.2% | -13.9% |
| 3M | -16.6% | +11.8% | -28.4% | -19.5% |
| 6M | +142.3% | -7.6% | +149.9% | +142.8% |
| YTD | +73.6% | -28.7% | +102.3% | +85.0% |
| 1Y | +33.7% | -32.6% | +66.2% | +43.4% |
| All | +365.7% | +15.8% | +349.8% | +355.3% |
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 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