-14.7%
BA vs RKT
+84.5%
-99.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | -1.4% | -3.8% | +2.4% | -1.0% |
| 30D | -7.9% | +32.8% | -40.7% | -11.1% |
| 3M | -25.2% | +0.8% | -26.0% | -25.5% |
| 6M | -26.7% | -2.6% | -24.1% | -27.1% |
| YTD | -19.6% | -25.4% | +5.8% | -18.8% |
| 1Y | -10.6% | -19.1% | +8.5% | -10.4% |
| All | -14.7% | +84.5% | -99.2% | -20.1% |
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