+216.1%
C vs RKT
+75.2%
+140.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.1% | +4.9% | +0.4% |
| 7D | +4.7% | -7.5% | +12.2% | +5.6% |
| 30D | +0.2% | +26.6% | -26.4% | -2.6% |
| 3M | -9.3% | -2.4% | -6.9% | -9.4% |
| 6M | -0.8% | -7.4% | +6.5% | -0.9% |
| YTD | +8.5% | -29.2% | +37.7% | +11.1% |
| 1Y | +23.1% | -23.5% | +46.6% | +25.0% |
| All | +216.1% | +75.2% | +140.9% | +155.9% |
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