+1,849.7%
BE vs RKT
-7.0%
+1,856.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.1% | +8.5% | +7.6% |
| 7D | +20.0% | +2.1% | +17.9% | +19.3% |
| 30D | +7.9% | +1.4% | +6.5% | +7.3% |
| 3M | -13.2% | +6.3% | -19.5% | -15.1% |
| 6M | +53.5% | -15.5% | +68.9% | +58.0% |
| YTD | +191.0% | -27.4% | +218.4% | +209.3% |
| 1Y | +360.5% | -26.6% | +387.1% | +384.9% |
| 3Y | +1,568.0% | +41.2% | +1,526.8% | +1,294.2% |
| 5Y | +1,055.2% | -6.4% | +1,061.6% | +857.9% |
| All | +1,849.7% | -7.0% | +1,856.7% | +1,570.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling