+0.7%
BA vs RKT
-0.4%
+1.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.3% |
| 7D | +1.1% | +17.7% | -16.6% | -0.9% |
| 30D | -7.9% | +31.6% | -39.6% | -11.2% |
| 3M | -25.3% | +13.9% | -39.2% | -26.7% |
| 6M | -24.6% | +2.8% | -27.4% | -25.4% |
| YTD | -20.1% | -22.2% | +2.1% | -19.0% |
| 1Y | -11.8% | -3.5% | -8.2% | -12.8% |
| 3Y | -10.1% | +95.3% | -105.4% | -21.6% |
| 5Y | -22.7% | -0.4% | -22.3% | -30.9% |
| All | +0.7% | -0.4% | +1.1% | -12.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling