+55.3%
BE vs RKT
-9.4%
+64.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.7% | -15.0% | -8.7% |
| 7D | -12.1% | +29.7% | -41.9% | -19.3% |
| 30D | -30.1% | +28.5% | -58.6% | -35.8% |
| 3M | -12.1% | +6.4% | -18.5% | -14.1% |
| 6M | -30.6% | +7.1% | -37.7% | -33.6% |
| YTD | +130.6% | -22.5% | +153.1% | +138.2% |
| 1Y | +55.3% | -10.4% | +65.7% | +53.0% |
| All | +55.3% | -9.4% | +64.7% | +53.0% |
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