+1,456.9%
BE vs RKT
-9.3%
+1,466.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.1% | +1.5% | -2.4% |
| 7D | +20.5% | -7.5% | +28.0% | +22.9% |
| 30D | -23.4% | +26.6% | -49.9% | -28.3% |
| 3M | -14.9% | -2.4% | -12.4% | -15.1% |
| 6M | -28.1% | -7.4% | -20.7% | -27.8% |
| YTD | +132.4% | -29.2% | +161.6% | +146.4% |
| 1Y | +59.4% | -23.5% | +82.9% | +66.0% |
| 3Y | +1,815.8% | +73.9% | +1,741.9% | +1,416.2% |
| 5Y | +491.3% | -6.6% | +497.9% | +389.1% |
| All | +1,456.9% | -9.3% | +1,466.2% | +1,231.4% |
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