+132.8%
AMAT vs RKT
+82.3%
+50.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -1.3% | -12.3% | -13.4% |
| 7D | -24.3% | +24.3% | -48.6% | -26.5% |
| 30D | -39.8% | +27.9% | -67.7% | -41.9% |
| 3M | -40.2% | +6.9% | -47.1% | -40.9% |
| 6M | -22.1% | +5.2% | -27.3% | -23.4% |
| YTD | +24.7% | -23.5% | +48.1% | +27.1% |
| 1Y | +33.3% | -9.1% | +42.3% | +33.5% |
| All | +132.8% | +82.3% | +50.5% | +96.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling