+998.9%
GE vs RKT
-7.0%
+1,005.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.2% |
| 7D | -1.6% | +2.1% | -3.7% | -1.8% |
| 30D | -11.6% | +1.4% | -13.0% | -11.8% |
| 3M | +3.0% | +6.3% | -3.3% | +2.3% |
| 6M | -0.5% | -15.5% | +14.9% | +0.2% |
| YTD | +9.7% | -27.4% | +37.1% | +11.3% |
| 1Y | +20.0% | -26.6% | +46.6% | +21.3% |
| 3Y | +275.8% | +41.2% | +234.6% | +252.5% |
| 5Y | +429.1% | -6.4% | +435.5% | +389.0% |
| All | +998.9% | -7.0% | +1,005.9% | +900.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling