-41.1%
DIS vs RKT
-6.6%
-34.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.5% |
| 7D | -2.6% | +2.1% | -4.7% | -3.0% |
| 30D | +3.5% | +1.4% | +2.0% | +3.0% |
| 3M | +6.8% | +6.3% | +0.5% | +5.0% |
| 6M | +3.0% | -15.5% | +18.4% | +4.5% |
| YTD | -6.7% | -27.4% | +20.6% | -3.6% |
| 1Y | -10.1% | -26.6% | +16.5% | -7.7% |
| 3Y | +33.0% | +41.2% | -8.2% | +10.6% |
| All | -41.1% | -6.6% | -34.4% | -48.6% |
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 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