+64.6%
EFA vs RKT
+37.5%
+27.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.6% | -0.8% |
| 7D | -0.5% | -1.0% | +0.5% | -0.4% |
| 30D | -1.3% | -2.4% | +1.1% | -1.2% |
| 3M | +5.2% | +1.9% | +3.3% | +4.5% |
| 6M | +9.4% | -13.9% | +23.2% | +10.1% |
| YTD | +12.7% | -30.6% | +43.4% | +15.4% |
| 1Y | +19.3% | -34.4% | +53.6% | +22.3% |
| All | +64.6% | +37.5% | +27.1% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling