+19.4%
ETN vs RKT
-38.3%
+57.8%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.0% | +4.0% |
| 7D | +3.5% | -6.3% | +9.8% | +4.4% |
| 30D | -7.5% | -6.2% | -1.3% | -6.9% |
| 3M | +8.3% | -1.9% | +10.2% | +7.9% |
| 6M | +20.2% | -13.0% | +33.2% | +20.3% |
| YTD | +34.7% | -31.9% | +66.6% | +36.3% |
| 1Y | +19.4% | -37.6% | +57.0% | +19.9% |
| All | +19.4% | -38.3% | +57.8% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling