+1,055.3%
DELL vs RKT
-11.7%
+1,067.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.8% | -3.6% | -5.1% |
| 7D | -1.9% | -7.2% | +5.4% | -0.7% |
| 30D | +14.9% | -7.9% | +22.8% | +16.3% |
| 3M | +37.2% | +5.2% | +32.0% | +35.2% |
| 6M | +254.0% | -14.9% | +268.9% | +259.6% |
| YTD | +306.1% | -31.9% | +338.0% | +324.4% |
| 1Y | +312.3% | -36.9% | +349.2% | +333.6% |
| 3Y | +654.0% | +35.7% | +618.3% | +558.1% |
| 5Y | +1,055.3% | -9.7% | +1,065.0% | +962.7% |
| All | +1,055.3% | -11.7% | +1,067.1% | +962.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling