+46.0%
F vs RKT
+42.6%
+3.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.7% |
| 7D | +5.3% | +2.1% | +3.2% | +4.9% |
| 30D | +4.6% | +1.4% | +3.1% | +4.2% |
| 3M | -3.7% | +6.3% | -9.9% | -5.4% |
| 6M | +16.8% | -15.5% | +32.3% | +18.8% |
| YTD | +15.3% | -27.4% | +42.7% | +19.4% |
| 1Y | +31.0% | -26.6% | +57.6% | +34.7% |
| All | +46.0% | +42.6% | +3.4% | +13.4% |
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