+52.7%
EFA vs RKT
-10.3%
+63.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -1.5% | -6.3% | +4.7% | -0.7% |
| 30D | -1.7% | -6.2% | +4.5% | -0.9% |
| 3M | +3.5% | -1.9% | +5.4% | +3.2% |
| 6M | +9.5% | -13.0% | +22.5% | +10.4% |
| YTD | +12.9% | -31.9% | +44.8% | +16.9% |
| 1Y | +18.2% | -37.6% | +55.8% | +23.3% |
| 3Y | +64.8% | +36.8% | +28.0% | +44.8% |
| All | +52.7% | -10.3% | +63.0% | +37.7% |
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