+386.7%
ETN vs RKT
-8.7%
+395.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +2.9% |
| 7D | +8.0% | +6.0% | +2.1% | +7.6% |
| 30D | -5.9% | +0.7% | -6.6% | -6.0% |
| 3M | +5.0% | +11.8% | -6.9% | +3.8% |
| 6M | +22.4% | -7.6% | +30.0% | +22.4% |
| YTD | +33.6% | -28.7% | +62.3% | +35.6% |
| 1Y | +22.1% | -32.6% | +54.7% | +24.2% |
| 3Y | +85.6% | +42.1% | +43.5% | +74.9% |
| 5Y | +179.2% | -7.2% | +186.4% | +159.2% |
| All | +386.7% | -8.7% | +395.4% | +346.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling