+11.7%
CRCL vs RKT
+7.3%
+4.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.6% | -2.8% |
| 7D | +4.9% | -1.0% | +5.9% | +5.3% |
| 30D | +38.7% | -2.4% | +41.1% | +39.7% |
| 3M | +14.7% | +1.9% | +12.8% | +13.9% |
| 6M | -16.9% | -13.9% | -3.0% | -15.8% |
| YTD | +17.3% | -30.6% | +47.9% | +21.7% |
| 1Y | -21.2% | -34.4% | +13.2% | -19.9% |
| All | +11.7% | +7.3% | +4.5% | +1.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling