-80.9%
FIG vs RKT
-8.9%
-72.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -2.9% |
| 7D | -14.5% | -1.0% | -13.5% | -14.3% |
| 30D | -13.3% | -2.4% | -10.9% | -13.0% |
| 3M | +7.4% | +1.9% | +5.5% | +7.2% |
| 6M | -27.8% | -13.9% | -13.9% | -27.4% |
| YTD | -41.1% | -30.6% | -10.5% | -39.6% |
| 1Y | -58.7% | -34.4% | -24.4% | -57.8% |
| All | -80.9% | -8.9% | -72.0% | -81.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling