+43.3%
DIS vs RKT
+85.3%
-42.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.5% |
| 7D | +5.2% | +17.7% | -12.4% | +3.7% |
| 30D | +11.5% | +31.6% | -20.2% | +8.7% |
| 3M | +11.5% | +13.9% | -2.4% | +10.0% |
| 6M | +8.9% | +2.8% | +6.1% | +7.9% |
| YTD | +3.4% | -22.2% | +25.6% | +3.9% |
| 1Y | +7.2% | -3.5% | +10.7% | +6.5% |
| 3Y | +43.3% | +95.3% | -52.0% | +48.3% |
| All | +43.3% | +85.3% | -42.0% | +48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling