+606.9%
GEV vs RKT
-0.2%
+607.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.1% | -2.7% |
| 7D | -1.9% | -7.2% | +5.3% | -1.1% |
| 30D | -8.7% | -7.9% | -0.8% | -8.0% |
| 3M | +6.6% | +5.2% | +1.4% | +5.8% |
| 6M | +10.2% | -14.9% | +25.1% | +11.0% |
| YTD | +41.6% | -31.9% | +73.5% | +44.3% |
| 1Y | +43.9% | -36.9% | +80.8% | +47.0% |
| All | +606.9% | -0.2% | +607.1% | +567.5% |
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 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