+35.8%
ARM vs RKT
-16.1%
+52.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | -0.1% | +12.1% | +12.1% |
| 7D | +6.0% | -3.8% | +9.8% | +6.9% |
| 30D | -20.3% | +32.8% | -53.2% | -26.1% |
| 3M | -24.4% | +0.8% | -25.2% | -24.5% |
| 6M | -4.4% | -2.6% | -1.7% | -4.9% |
| YTD | +86.0% | -25.4% | +111.5% | +83.5% |
| 1Y | +35.8% | -19.1% | +54.9% | +33.2% |
| All | +35.8% | -16.1% | +52.0% | +33.2% |
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