+87.4%
BAC vs RKT
+85.3%
+2.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.8% |
| 7D | -1.2% | +17.7% | -18.8% | -2.8% |
| 30D | -7.7% | +31.6% | -39.3% | -10.3% |
| 3M | -21.2% | +13.9% | -35.1% | -22.4% |
| 6M | -6.8% | +2.8% | -9.6% | -7.9% |
| YTD | -8.7% | -22.2% | +13.5% | -7.5% |
| 1Y | -5.3% | -3.5% | -1.8% | -6.5% |
| 3Y | +87.4% | +95.3% | -7.8% | +46.2% |
| All | +87.4% | +85.3% | +2.2% | +46.2% |
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 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