+417.9%
GE vs RKT
-9.6%
+427.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | -0.1% | -2.5% |
| 7D | -1.2% | -1.0% | -0.3% | -1.1% |
| 30D | -11.3% | -2.4% | -8.9% | -11.2% |
| 3M | -1.4% | +1.9% | -3.3% | -2.1% |
| 6M | +1.2% | -13.9% | +15.1% | +2.2% |
| YTD | +5.9% | -30.6% | +36.6% | +9.0% |
| 1Y | +18.4% | -34.4% | +52.8% | +22.2% |
| 3Y | +271.0% | +38.2% | +232.8% | +220.7% |
| 5Y | +417.9% | -9.7% | +427.6% | +382.6% |
| All | +417.9% | -9.6% | +427.5% | +382.6% |
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