-53.6%
BSX vs RKT
-9.4%
-44.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +8.7% | -3.4% | +4.7% |
| 7D | +8.0% | +29.7% | -21.7% | +6.4% |
| 30D | +8.1% | +28.5% | -20.4% | +6.4% |
| 3M | -6.7% | +6.4% | -13.0% | -7.5% |
| 6M | -19.4% | +7.1% | -26.5% | -20.2% |
| YTD | -51.9% | -22.5% | -29.5% | -52.8% |
| 1Y | -53.6% | -10.4% | -43.2% | -55.8% |
| All | -53.6% | -9.4% | -44.2% | -55.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling