+43.3%
AMAT vs RKT
-8.9%
+52.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +3.9% |
| 7D | -14.7% | +17.7% | -32.4% | -17.3% |
| 30D | -36.1% | +31.6% | -67.7% | -39.7% |
| 3M | -36.9% | +13.9% | -50.8% | -38.7% |
| 6M | -22.2% | +2.8% | -25.0% | -23.3% |
| YTD | +29.9% | -22.2% | +52.1% | +36.6% |
| 1Y | +43.3% | -3.5% | +46.8% | +42.8% |
| All | +43.3% | -8.9% | +52.2% | +42.8% |
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