+313.6%
BKR vs RKT
-12.9%
+326.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -7.0% | -6.3% | -0.7% | -6.8% |
| 30D | -8.1% | -6.2% | -1.9% | -7.9% |
| 3M | -6.6% | -1.9% | -4.8% | -6.8% |
| 6M | +0.9% | -13.0% | +13.9% | +1.0% |
| YTD | +31.1% | -31.9% | +63.0% | +32.4% |
| 1Y | +27.7% | -37.6% | +65.3% | +29.2% |
| 3Y | +71.2% | +36.8% | +34.4% | +65.7% |
| 5Y | +177.6% | -9.7% | +187.4% | +165.1% |
| All | +313.6% | -12.9% | +326.5% | +303.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling