+281.8%
GE vs RKT
+40.6%
+241.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.5% |
| 7D | +1.2% | +6.0% | -4.8% | +0.7% |
| 30D | -9.5% | +0.7% | -10.2% | -9.6% |
| 3M | +4.1% | +11.8% | -7.7% | +3.1% |
| 6M | +3.9% | -7.6% | +11.6% | +4.0% |
| YTD | +9.0% | -28.7% | +37.7% | +9.9% |
| 1Y | +21.9% | -32.6% | +54.5% | +22.9% |
| 3Y | +281.8% | +42.1% | +239.7% | +270.5% |
| All | +281.8% | +40.6% | +241.2% | +270.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling