+1,251.0%
BE vs RKT
-8.7%
+1,259.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.8% | +11.4% | +10.3% |
| 7D | +29.8% | +6.0% | +23.8% | +26.8% |
| 30D | +26.4% | +0.7% | +25.7% | +25.6% |
| 3M | +9.3% | +11.8% | -2.5% | +2.8% |
| 6M | +105.1% | -7.6% | +112.7% | +105.8% |
| YTD | +219.0% | -28.7% | +247.7% | +252.2% |
| 1Y | +418.8% | -32.6% | +451.3% | +479.2% |
| 3Y | +1,784.6% | +42.1% | +1,742.5% | +1,109.9% |
| 5Y | +1,251.0% | -7.2% | +1,258.1% | +1,039.5% |
| All | +1,251.0% | -8.7% | +1,259.6% | +1,039.5% |
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