-13.1%
CRCL vs RKT
-21.9%
+8.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.9% |
| 7D | +17.1% | +2.1% | +15.0% | +16.6% |
| 30D | +61.3% | +1.4% | +59.8% | +60.9% |
| 3M | +12.7% | +6.3% | +6.4% | +10.7% |
| 6M | -3.1% | -15.5% | +12.4% | -2.2% |
| YTD | +28.7% | -27.4% | +56.1% | +31.8% |
| 1Y | -13.1% | -26.6% | +13.4% | -17.5% |
| All | -13.1% | -21.9% | +8.7% | -17.5% |
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