-55.8%
FIG vs RKT
-21.9%
-33.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.2% | -4.2% |
| 7D | -16.3% | +2.1% | -18.4% | -16.6% |
| 30D | -14.3% | +1.4% | -15.8% | -14.3% |
| 3M | +7.2% | +6.3% | +0.9% | +6.2% |
| 6M | -18.6% | -15.5% | -3.2% | -18.1% |
| YTD | -35.5% | -27.4% | -8.1% | -33.2% |
| 1Y | -55.8% | -26.6% | -29.2% | -54.5% |
| All | -55.8% | -21.9% | -33.9% | -54.5% |
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