+228.9%
ARM vs RKT
+85.3%
+143.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.6% | +3.1% | +4.4% |
| 7D | -15.2% | +17.7% | -32.9% | -18.5% |
| 30D | -40.7% | +31.6% | -72.3% | -44.8% |
| 3M | -39.1% | +13.9% | -53.0% | -41.4% |
| 6M | -26.4% | +2.8% | -29.2% | -28.1% |
| YTD | +59.7% | -22.2% | +82.0% | +63.6% |
| 1Y | +10.3% | -3.5% | +13.9% | +7.1% |
| 3Y | +228.9% | +95.3% | +133.6% | +138.4% |
| All | +228.9% | +85.3% | +143.6% | +138.4% |
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