+46.6%
EEM vs RKT
-9.6%
+56.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.2% | -0.1% |
| 7D | +2.0% | -1.0% | +2.9% | +2.1% |
| 30D | +5.1% | -2.4% | +7.5% | +5.3% |
| 3M | +4.6% | +1.9% | +2.7% | +3.8% |
| 6M | +17.8% | -13.9% | +31.6% | +19.0% |
| YTD | +25.8% | -30.6% | +56.4% | +30.0% |
| 1Y | +36.4% | -34.4% | +70.8% | +41.4% |
| 3Y | +90.0% | +38.2% | +51.8% | +66.9% |
| 5Y | +46.6% | -9.7% | +56.2% | +36.6% |
| All | +46.6% | -9.6% | +56.2% | +36.6% |
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