+15.0%
GE vs RKT
-38.3%
+53.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.1% |
| 7D | -2.8% | -7.2% | +4.4% | -1.7% |
| 30D | -11.9% | -7.9% | -4.0% | -11.0% |
| 3M | +1.8% | +5.2% | -3.3% | +0.3% |
| 6M | -0.6% | -14.9% | +14.3% | +0.1% |
| YTD | +5.5% | -31.9% | +37.4% | +6.8% |
| 1Y | +15.0% | -36.9% | +51.8% | +14.0% |
| All | +15.0% | -38.3% | +53.3% | +14.0% |
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