-26.8%
BX vs RKT
-38.3%
+11.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -2.4% |
| 7D | -8.9% | -7.2% | -1.7% | -7.3% |
| 30D | -14.8% | -7.9% | -6.9% | -13.2% |
| 3M | +6.9% | +5.2% | +1.7% | +5.1% |
| 6M | +16.3% | -14.9% | +31.2% | +18.4% |
| YTD | -16.1% | -31.9% | +15.8% | -11.9% |
| 1Y | -26.8% | -36.9% | +10.1% | -22.3% |
| All | -26.8% | -38.3% | +11.6% | -22.3% |
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 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