+1,784.6%
BE vs RKT
+40.6%
+1,744.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.8% | +11.4% | +10.1% |
| 7D | +29.8% | +6.0% | +23.8% | +27.7% |
| 30D | +26.4% | +0.7% | +25.7% | +25.9% |
| 3M | +9.3% | +11.8% | -2.5% | +5.0% |
| 6M | +105.1% | -7.6% | +112.7% | +105.6% |
| YTD | +219.0% | -28.7% | +247.7% | +240.8% |
| 1Y | +418.8% | -32.6% | +451.3% | +459.2% |
| 3Y | +1,784.6% | +42.1% | +1,742.5% | +1,195.4% |
| All | +1,784.6% | +40.6% | +1,744.0% | +1,195.4% |
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 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