+61.4%
AMAT vs RKT
-9.4%
+70.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +8.7% | -12.0% | -4.8% |
| 7D | -11.2% | +29.7% | -40.9% | -15.8% |
| 30D | -31.9% | +28.5% | -60.4% | -35.4% |
| 3M | -32.3% | +6.4% | -38.7% | -33.1% |
| 6M | -5.4% | +7.1% | -12.5% | -8.0% |
| YTD | +44.3% | -22.5% | +66.7% | +51.9% |
| 1Y | +61.4% | -10.4% | +71.8% | +64.3% |
| All | +61.4% | -9.4% | +70.8% | +64.3% |
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 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