+1,921.5%
DELL vs RKT
-12.9%
+1,934.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.1% | +12.0% |
| 7D | +8.2% | -6.3% | +14.5% | +9.0% |
| 30D | +17.1% | -6.2% | +23.3% | +17.9% |
| 3M | +45.2% | -1.9% | +47.0% | +44.9% |
| 6M | +286.8% | -13.0% | +299.8% | +290.2% |
| YTD | +354.8% | -31.9% | +386.7% | +368.4% |
| 1Y | +358.3% | -37.6% | +395.8% | +374.3% |
| 3Y | +724.9% | +36.8% | +688.1% | +671.3% |
| 5Y | +1,193.7% | -9.7% | +1,203.4% | +1,099.5% |
| All | +1,921.5% | -12.9% | +1,934.4% | +1,727.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling