+199.6%
ARM vs RKT
+47.7%
+151.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | +9.1% | -9.0% | +18.1% | +11.5% |
| 30D | -19.9% | +30.2% | -50.1% | -25.7% |
| 3M | -31.6% | -8.8% | -22.8% | -30.6% |
| 6M | -13.9% | -0.9% | -12.9% | -15.1% |
| YTD | +74.3% | -29.2% | +103.5% | +82.8% |
| 1Y | +35.8% | -20.1% | +55.9% | +37.8% |
| 3Y | +268.6% | +81.3% | +187.3% | +146.9% |
| All | +199.6% | +47.7% | +151.9% | +119.6% |
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