+2.1%
CTSH vs RKT
-7.0%
+9.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -3.5% |
| 7D | -2.7% | +2.1% | -4.8% | -2.9% |
| 30D | +12.4% | +1.4% | +10.9% | +12.1% |
| 3M | +17.4% | +6.3% | +11.1% | +16.1% |
| 6M | -3.1% | -15.5% | +12.4% | -2.3% |
| YTD | -23.6% | -27.4% | +3.8% | -22.1% |
| 1Y | -10.8% | -26.6% | +15.8% | -9.5% |
| 3Y | -8.3% | +41.2% | -49.5% | -16.8% |
| 5Y | -11.3% | -6.4% | -4.9% | -20.0% |
| All | +2.1% | -7.0% | +9.1% | -8.2% |
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