-18.4%
CDNS vs RKT
-38.3%
+19.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | -1.1% | -6.3% | +5.1% | -0.3% |
| 30D | -10.4% | -6.2% | -4.3% | -9.8% |
| 3M | -24.6% | -1.9% | -22.7% | -24.7% |
| 6M | -1.6% | -13.0% | +11.4% | -1.2% |
| YTD | -7.4% | -31.9% | +24.5% | -4.8% |
| 1Y | -18.4% | -37.6% | +19.1% | -15.9% |
| All | -18.4% | -38.3% | +19.9% | -15.9% |
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 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