+154.1%
BKNG vs RKT
-12.8%
+166.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.8% |
| 6M | -0.1% | -14.9% | +14.8% | +1.1% |
| YTD | -18.2% | -31.9% | +13.6% | -15.9% |
| 1Y | -19.9% | -36.9% | +17.0% | -17.2% |
| 3Y | +41.6% | +35.7% | +5.9% | +31.0% |
| 5Y | +93.1% | -9.7% | +102.8% | +76.8% |
| All | +154.1% | -12.8% | +166.9% | +129.9% |
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