+50.1%
F vs RKT
+84.5%
-34.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | -2.1% | -3.8% | +1.7% | -1.5% |
| 30D | +3.3% | +32.8% | -29.5% | -2.1% |
| 3M | -11.3% | +0.8% | -12.2% | -11.8% |
| 6M | +5.3% | -2.6% | +7.9% | +4.5% |
| YTD | -2.2% | -25.4% | +23.2% | +0.3% |
| 1Y | -3.5% | -19.1% | +15.6% | -2.7% |
| All | +50.1% | +84.5% | -34.4% | +6.2% |
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 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