+70.7%
EEM vs RKT
-12.8%
+83.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -2.0% |
| 7D | -0.7% | -7.2% | +6.5% | 0.0% |
| 30D | +2.4% | -7.9% | +10.3% | +3.1% |
| 3M | +4.2% | +5.2% | -1.0% | +3.4% |
| 6M | +14.8% | -14.9% | +29.7% | +15.7% |
| YTD | +23.1% | -31.9% | +55.0% | +25.9% |
| 1Y | +32.5% | -36.9% | +69.4% | +36.0% |
| 3Y | +85.9% | +35.7% | +50.2% | +75.3% |
| 5Y | +43.6% | -9.7% | +53.2% | +34.5% |
| All | +70.7% | -12.8% | +83.5% | +58.4% |
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