+214.2%
ARM vs RKT
+47.7%
+166.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.1% | +3.3% | -0.6% |
| 7D | +19.8% | -7.5% | +27.3% | +22.0% |
| 30D | -21.8% | +26.6% | -48.4% | -26.8% |
| 3M | -26.5% | -2.4% | -24.1% | -26.7% |
| 6M | -3.9% | -7.4% | +3.4% | -3.8% |
| YTD | +82.8% | -29.2% | +111.9% | +91.7% |
| 1Y | +34.3% | -23.5% | +57.8% | +37.8% |
| 3Y | +282.2% | +73.9% | +208.3% | +161.3% |
| All | +214.2% | +47.7% | +166.5% | +130.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling