+1,976.2%
BE vs RKT
-11.2%
+1,987.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.1% | -2.2% |
| 7D | +23.9% | -1.0% | +24.9% | +24.2% |
| 30D | +27.8% | -2.4% | +30.2% | +28.4% |
| 3M | +3.7% | +1.9% | +1.8% | +2.4% |
| 6M | +78.0% | -13.9% | +91.8% | +81.9% |
| YTD | +209.9% | -30.6% | +240.5% | +233.0% |
| 1Y | +389.6% | -34.4% | +424.0% | +429.9% |
| 3Y | +1,730.6% | +38.2% | +1,692.4% | +1,438.7% |
| 5Y | +1,227.8% | -9.7% | +1,237.5% | +1,012.9% |
| All | +1,976.2% | -11.2% | +1,987.4% | +1,699.3% |
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