+360.5%
BE vs RKT
-21.9%
+382.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.1% | +8.5% | +7.7% |
| 7D | +20.0% | +2.1% | +17.9% | +19.2% |
| 30D | +7.9% | +1.4% | +6.5% | +7.2% |
| 3M | -13.2% | +6.3% | -19.5% | -15.8% |
| 6M | +53.5% | -15.5% | +68.9% | +56.4% |
| YTD | +191.0% | -27.4% | +218.4% | +208.1% |
| 1Y | +360.5% | -26.6% | +387.1% | +399.0% |
| All | +360.5% | -21.9% | +382.4% | +399.0% |
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