+196.8%
C vs RKT
-4.5%
+201.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | +0.7% |
| 7D | -0.4% | +4.6% | -5.0% | -0.8% |
| 30D | -5.2% | +25.9% | -31.0% | -7.4% |
| 3M | -9.1% | +5.0% | -14.1% | -9.8% |
| 6M | -1.6% | -7.9% | +6.3% | -1.5% |
| YTD | +6.9% | -25.4% | +32.3% | +8.6% |
| 1Y | +23.0% | -15.4% | +38.4% | +23.3% |
| 3Y | +216.1% | +83.3% | +132.8% | +187.4% |
| 5Y | +112.2% | -0.8% | +113.1% | +92.6% |
| All | +196.8% | -4.5% | +201.3% | +165.3% |
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