+518.1%
BE vs RKT
-1.5%
+519.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -0.1% | +13.0% | +13.0% |
| 7D | +4.5% | -3.8% | +8.3% | +6.2% |
| 30D | -20.1% | +32.8% | -53.0% | -29.3% |
| 3M | -0.8% | +0.8% | -1.7% | -2.7% |
| 6M | -26.2% | -2.6% | -23.6% | -27.4% |
| YTD | +141.1% | -25.4% | +166.5% | +158.0% |
| 1Y | +64.8% | -19.1% | +83.9% | +70.7% |
| 3Y | +1,887.4% | +83.2% | +1,804.2% | +1,005.7% |
| 5Y | +518.1% | +0.8% | +517.3% | +352.1% |
| All | +518.1% | -1.5% | +519.6% | +352.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling