-27.8%
COIN vs RKT
-10.3%
-17.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -5.1% | -6.3% | +1.2% | -1.6% |
| 30D | +17.6% | -6.2% | +23.8% | +21.7% |
| 3M | +9.2% | -1.9% | +11.1% | +8.2% |
| 6M | -11.8% | -13.0% | +1.2% | -8.1% |
| YTD | -22.5% | -31.9% | +9.4% | -9.7% |
| 1Y | -45.9% | -37.6% | -8.3% | -34.7% |
| 3Y | +117.4% | +36.8% | +80.6% | +13.0% |
| All | -27.8% | -10.3% | -17.6% | -53.7% |
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