+316.0%
BKR vs RKT
-12.8%
+328.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.8% | -4.9% | -6.6% |
| 7D | -6.7% | -7.2% | +0.6% | -6.4% |
| 30D | -8.3% | -7.9% | -0.5% | -8.1% |
| 3M | -5.4% | +5.2% | -10.6% | -5.8% |
| 6M | +0.8% | -14.9% | +15.7% | +1.0% |
| YTD | +31.8% | -31.9% | +63.7% | +33.1% |
| 1Y | +28.6% | -36.9% | +65.5% | +30.1% |
| 3Y | +71.2% | +35.7% | +35.5% | +65.7% |
| 5Y | +179.2% | -9.7% | +188.9% | +166.6% |
| All | +316.0% | -12.8% | +328.8% | +305.6% |
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