+100.1%
EFA vs RKT
-12.9%
+112.9%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -1.5% | -6.3% | +4.7% | -1.0% |
| 30D | -1.7% | -6.2% | +4.5% | -1.2% |
| 3M | +3.5% | -1.9% | +5.4% | +3.3% |
| 6M | +9.5% | -13.0% | +22.5% | +10.1% |
| YTD | +12.9% | -31.9% | +44.8% | +15.4% |
| 1Y | +18.2% | -37.6% | +55.8% | +21.4% |
| 3Y | +64.8% | +36.8% | +28.0% | +55.2% |
| 5Y | +53.9% | -9.7% | +63.6% | +43.6% |
| All | +100.1% | -12.9% | +112.9% | +85.1% |
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