+153.0%
FTNT vs RKT
-9.6%
+162.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +0.2% |
| 7D | +1.7% | -1.0% | +2.7% | +1.9% |
| 30D | -4.3% | -2.4% | -1.9% | -4.0% |
| 3M | +13.6% | +1.9% | +11.7% | +12.7% |
| 6M | +87.6% | -13.9% | +101.4% | +89.2% |
| YTD | +98.0% | -30.6% | +128.6% | +105.1% |
| 1Y | +96.9% | -34.4% | +131.3% | +104.8% |
| 3Y | +145.4% | +38.2% | +107.2% | +101.3% |
| 5Y | +153.0% | -9.7% | +162.6% | +117.6% |
| All | +153.0% | -9.6% | +162.6% | +117.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling