+15.0%
EEM vs RKT
-9.4%
+24.4%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.7% | -7.8% | -0.4% |
| 7D | -3.0% | +29.7% | -32.7% | -6.9% |
| 30D | -10.3% | +28.5% | -38.9% | -13.9% |
| 3M | -6.6% | +6.4% | -13.0% | -7.6% |
| 6M | -3.4% | +7.1% | -10.5% | -5.5% |
| YTD | +13.2% | -22.5% | +35.7% | +13.8% |
| 1Y | +15.0% | -10.4% | +25.4% | +13.5% |
| All | +15.0% | -9.4% | +24.4% | +13.5% |
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