+28.8%
BAC vs RKT
-31.9%
+60.7%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.3% |
| 7D | +1.2% | +6.0% | -4.8% | +0.7% |
| 30D | -0.7% | +0.7% | -1.4% | -0.9% |
| 3M | +16.9% | +11.8% | +5.1% | +15.0% |
| 6M | +29.6% | -7.6% | +37.2% | +29.5% |
| YTD | +15.3% | -28.7% | +43.9% | +17.7% |
| 1Y | +28.8% | -32.6% | +61.4% | +32.2% |
| All | +28.8% | -31.9% | +60.7% | +32.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling