+130.6%
BAC vs RKT
+0.4%
+130.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +2.2% |
| 7D | +2.0% | +10.3% | -8.3% | +1.1% |
| 30D | -6.9% | +32.3% | -39.3% | -9.2% |
| 3M | -19.6% | +10.7% | -30.3% | -20.5% |
| 6M | -0.5% | -3.2% | +2.7% | -0.9% |
| YTD | -6.6% | -21.5% | +14.9% | -5.8% |
| 1Y | -3.0% | -6.0% | +3.0% | -3.7% |
| 3Y | +97.3% | +104.2% | -6.9% | +78.7% |
| 5Y | +21.9% | +2.5% | +19.4% | +10.6% |
| All | +130.6% | +0.4% | +130.1% | +106.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling