+39.8%
BKNG vs RKT
+35.1%
+4.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.7% |
| 7D | -10.7% | -7.2% | -3.4% | -9.9% |
| 30D | -18.1% | -7.9% | -10.2% | -17.4% |
| 3M | +8.5% | +5.2% | +3.3% | +8.0% |
| 6M | -0.1% | -14.9% | +14.8% | +0.9% |
| YTD | -18.2% | -31.9% | +13.6% | -16.4% |
| 1Y | -19.9% | -36.9% | +17.0% | -18.0% |
| All | +39.8% | +35.1% | +4.8% | +32.2% |
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