+410.2%
GE vs RKT
-2.0%
+412.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.9% | +5.6% | +1.3% |
| 7D | +5.4% | +4.6% | +0.7% | +4.8% |
| 30D | +9.6% | +25.9% | -16.2% | +6.4% |
| 3M | -7.7% | +5.0% | -12.7% | -8.6% |
| 6M | +14.0% | -7.9% | +21.9% | +14.2% |
| YTD | +10.2% | -25.4% | +35.5% | +12.1% |
| 1Y | +8.9% | -15.4% | +24.3% | +9.1% |
| 3Y | +273.7% | +83.3% | +190.3% | +206.2% |
| 5Y | +410.2% | -0.8% | +411.0% | +373.6% |
| All | +410.2% | -2.0% | +412.2% | +373.6% |
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