+165.0%
AMAT vs RKT
+90.6%
+74.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +0.9% | +10.5% | +11.3% |
| 7D | -1.1% | +10.3% | -11.4% | -2.3% |
| 30D | -26.9% | +32.3% | -59.2% | -29.7% |
| 3M | -31.2% | +10.7% | -41.9% | -32.4% |
| 6M | -14.7% | -3.2% | -11.5% | -15.0% |
| YTD | +44.7% | -21.5% | +66.2% | +47.1% |
| 1Y | +62.0% | -6.0% | +68.0% | +61.6% |
| 3Y | +165.0% | +104.2% | +60.7% | +122.1% |
| All | +165.0% | +90.6% | +74.3% | +122.1% |
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