+23.1%
C vs RKT
-23.2%
+46.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.1% | +4.9% | +0.6% |
| 7D | +4.7% | -7.5% | +12.2% | +5.8% |
| 30D | +0.2% | +26.6% | -26.4% | -3.2% |
| 3M | -9.3% | -2.4% | -6.9% | -9.2% |
| 6M | -0.8% | -7.4% | +6.5% | -0.7% |
| YTD | +8.5% | -29.2% | +37.7% | +13.6% |
| 1Y | +23.1% | -23.5% | +46.6% | +26.7% |
| All | +23.1% | -23.2% | +46.2% | +26.7% |
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