+3.7%
F vs RKT
-9.4%
+13.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.7% | -5.8% | +1.2% |
| 7D | +6.0% | +29.7% | -23.7% | +0.7% |
| 30D | +4.3% | +28.5% | -24.2% | -0.9% |
| 3M | -10.1% | +6.4% | -16.4% | -11.6% |
| 6M | +12.8% | +7.1% | +5.6% | +9.7% |
| YTD | -0.1% | -22.5% | +22.4% | -0.6% |
| 1Y | +3.7% | -10.4% | +14.1% | -1.2% |
| All | +3.7% | -9.4% | +13.1% | -1.2% |
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 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