+188.9%
AMAT vs RKT
-21.9%
+210.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.4% | +4.6% |
| 7D | -1.5% | +2.1% | -3.6% | -2.1% |
| 30D | -14.8% | +1.4% | -16.2% | -15.4% |
| 3M | -9.3% | +6.3% | -15.5% | -11.6% |
| 6M | +27.4% | -15.5% | +42.8% | +29.8% |
| YTD | +77.6% | -27.4% | +104.9% | +87.6% |
| 1Y | +188.9% | -26.6% | +215.5% | +204.9% |
| All | +188.9% | -21.9% | +210.8% | +204.9% |
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 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