+1.4%
CRM vs RKT
-38.3%
+39.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +2.0% |
| 7D | -4.4% | -6.3% | +1.8% | -3.7% |
| 30D | +28.1% | -6.2% | +34.3% | +29.0% |
| 3M | +48.8% | -1.9% | +50.7% | +49.1% |
| 6M | +28.3% | -13.0% | +41.3% | +29.5% |
| YTD | -6.0% | -31.9% | +25.9% | -2.6% |
| 1Y | +1.4% | -37.6% | +39.0% | +4.5% |
| All | +1.4% | -38.3% | +39.8% | +4.5% |
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