+232.5%
C vs RKT
-7.0%
+239.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | +3.6% | +2.1% | +1.5% | +3.4% |
| 30D | +0.1% | +1.4% | -1.4% | -0.2% |
| 3M | +2.4% | +6.3% | -3.9% | +1.4% |
| 6M | +24.9% | -15.5% | +40.4% | +26.0% |
| YTD | +19.8% | -27.4% | +47.2% | +22.2% |
| 1Y | +44.9% | -26.6% | +71.4% | +47.2% |
| 3Y | +263.0% | +41.2% | +221.7% | +237.4% |
| 5Y | +129.5% | -6.4% | +135.9% | +109.3% |
| All | +232.5% | -7.0% | +239.5% | +198.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling