+270.6%
C vs RKT
+45.2%
+225.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | +3.6% | +2.1% | +1.5% | +3.3% |
| 30D | +0.1% | +1.4% | -1.4% | -0.2% |
| 3M | +2.4% | +6.3% | -3.9% | +1.1% |
| 6M | +24.9% | -15.5% | +40.4% | +26.2% |
| YTD | +19.8% | -27.4% | +47.2% | +22.8% |
| 1Y | +44.9% | -26.6% | +71.4% | +47.8% |
| All | +270.6% | +45.2% | +225.4% | +214.8% |
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 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