+24.9%
COP vs RKT
+35.1%
-10.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.3% |
| 7D | +1.0% | -7.2% | +8.2% | +0.6% |
| 30D | +9.6% | -7.9% | +17.4% | +9.2% |
| 3M | +15.0% | +5.2% | +9.9% | +15.2% |
| 6M | +21.8% | -14.9% | +36.7% | +21.8% |
| YTD | +49.6% | -31.9% | +81.5% | +50.0% |
| 1Y | +49.9% | -36.9% | +86.8% | +50.3% |
| All | +24.9% | +35.1% | -10.1% | +23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling