+59.3%
AMAT vs RKT
-11.6%
+70.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.4% | +1.4% |
| 7D | -2.5% | +4.6% | -7.1% | -3.3% |
| 30D | -26.5% | +25.9% | -52.4% | -30.1% |
| 3M | -28.6% | +5.0% | -33.6% | -29.4% |
| 6M | -14.2% | -7.9% | -6.3% | -12.7% |
| YTD | +45.5% | -25.4% | +70.8% | +54.3% |
| 1Y | +59.3% | -15.4% | +74.7% | +63.2% |
| All | +59.3% | -11.6% | +70.9% | +63.2% |
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