+400.4%
ALAB vs RKT
+17.9%
+382.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.1% | +10.9% | +10.0% |
| 7D | +7.2% | +2.1% | +5.1% | +6.6% |
| 30D | -2.5% | +1.4% | -4.0% | -3.2% |
| 3M | -13.3% | +6.3% | -19.6% | -15.2% |
| 6M | +172.8% | -15.5% | +188.3% | +178.4% |
| YTD | +86.6% | -27.4% | +114.0% | +97.8% |
| 1Y | +65.2% | -26.6% | +91.7% | +74.3% |
| All | +400.4% | +17.9% | +382.5% | +386.9% |
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