+19.3%
ARM vs RKT
-9.4%
+28.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +8.7% | -14.0% | -6.9% |
| 7D | -18.7% | +29.7% | -48.4% | -23.5% |
| 30D | -36.7% | +28.5% | -65.2% | -40.4% |
| 3M | -31.6% | +6.4% | -38.0% | -32.6% |
| 6M | -5.6% | +7.1% | -12.8% | -8.2% |
| YTD | +75.5% | -22.5% | +97.9% | +71.9% |
| 1Y | +19.3% | -10.4% | +29.8% | +16.2% |
| All | +19.3% | -9.4% | +28.7% | +16.2% |
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