+5.6%
CDNS vs RKT
-23.2%
+28.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.1% | +6.3% | +1.8% |
| 7D | +7.0% | -7.5% | +14.5% | +7.9% |
| 30D | -0.3% | +26.6% | -26.9% | -3.0% |
| 3M | +3.2% | -2.4% | +5.6% | +3.6% |
| 6M | -6.9% | -7.4% | +0.5% | -6.4% |
| YTD | +6.6% | -29.2% | +35.8% | +10.2% |
| 1Y | +5.6% | -23.5% | +29.2% | +9.6% |
| All | +5.6% | -23.2% | +28.8% | +9.6% |
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 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