+514.3%
AMAT vs RKT
+0.4%
+513.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +0.9% | +10.5% | +11.2% |
| 7D | -1.1% | +10.3% | -11.4% | -2.5% |
| 30D | -26.9% | +32.3% | -59.2% | -30.1% |
| 3M | -31.2% | +10.7% | -41.9% | -32.6% |
| 6M | -14.7% | -3.2% | -11.5% | -15.3% |
| YTD | +44.7% | -21.5% | +66.2% | +47.3% |
| 1Y | +62.0% | -6.0% | +68.0% | +60.6% |
| 3Y | +165.0% | +104.2% | +60.7% | +123.2% |
| 5Y | +147.1% | +2.5% | +144.6% | +113.4% |
| All | +514.3% | +0.4% | +513.9% | +422.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling