-17.6%
BSX vs RKT
+37.5%
-55.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.7% | 0.0% |
| 7D | -7.0% | -1.0% | -6.1% | -7.0% |
| 30D | -10.9% | -2.4% | -8.5% | -10.8% |
| 3M | -8.2% | +1.9% | -10.1% | -8.2% |
| 6M | -37.5% | -13.9% | -23.6% | -37.4% |
| YTD | -52.8% | -30.6% | -22.2% | -52.6% |
| 1Y | -58.4% | -34.4% | -24.0% | -58.2% |
| All | -17.6% | +37.5% | -55.1% | -19.5% |
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