+319.1%
DELL vs RKT
-21.9%
+340.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.8% |
| 7D | +14.9% | +2.1% | +12.8% | +14.3% |
| 30D | +13.3% | +1.4% | +11.8% | +12.6% |
| 3M | +24.4% | +6.3% | +18.1% | +20.6% |
| 6M | +258.0% | -15.5% | +273.5% | +263.5% |
| YTD | +320.2% | -27.4% | +347.6% | +340.9% |
| 1Y | +319.1% | -26.6% | +345.6% | +338.9% |
| All | +319.1% | -21.9% | +340.9% | +338.9% |
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