+185.8%
BAC vs RKT
-11.2%
+197.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +0.7% |
| 7D | +0.6% | -1.0% | +1.6% | +0.7% |
| 30D | -1.4% | -2.4% | +1.0% | -1.3% |
| 3M | +15.7% | +1.9% | +13.9% | +15.1% |
| 6M | +32.2% | -13.9% | +46.0% | +32.9% |
| YTD | +15.8% | -30.6% | +46.4% | +18.2% |
| 1Y | +27.3% | -34.4% | +61.6% | +30.2% |
| 3Y | +137.5% | +38.2% | +99.3% | +121.6% |
| 5Y | +73.1% | -9.7% | +82.7% | +58.9% |
| All | +185.8% | -11.2% | +197.0% | +159.1% |
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 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