+983.2%
GE vs RKT
-9.3%
+992.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.7% | -9.0% | +11.6% | +3.4% |
| 30D | +8.1% | +30.2% | -22.1% | +5.8% |
| 3M | -7.9% | -8.8% | +1.0% | -7.4% |
| 6M | +12.9% | -0.9% | +13.8% | +12.5% |
| YTD | +8.2% | -29.2% | +37.4% | +9.7% |
| 1Y | +9.7% | -20.1% | +29.7% | +10.3% |
| 3Y | +266.1% | +81.3% | +184.8% | +236.7% |
| 5Y | +407.4% | -6.6% | +414.0% | +369.3% |
| All | +983.2% | -9.3% | +992.6% | +886.4% |
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 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