+105.9%
C vs RKT
0.0%
+105.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.3% |
| 7D | -2.4% | +17.7% | -20.1% | -4.9% |
| 30D | -6.0% | +31.6% | -37.6% | -10.3% |
| 3M | -10.5% | +13.9% | -24.5% | -12.8% |
| 6M | -5.7% | +2.8% | -8.5% | -7.5% |
| YTD | +4.1% | -22.2% | +26.3% | +6.2% |
| 1Y | +20.5% | -3.5% | +24.0% | +18.3% |
| 3Y | +208.1% | +95.3% | +112.8% | +140.1% |
| All | +105.9% | 0.0% | +105.9% | +76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling