+514.9%
GEV vs RKT
+3.8%
+511.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +3.7% | -9.0% | +12.7% | +4.6% |
| 30D | -14.7% | +30.2% | -44.9% | -17.1% |
| 3M | -23.4% | -8.8% | -14.6% | -22.8% |
| 6M | -24.3% | -0.9% | -23.4% | -24.6% |
| YTD | +23.2% | -29.2% | +52.4% | +24.8% |
| 1Y | +44.2% | -20.1% | +64.3% | +44.7% |
| All | +514.9% | +3.8% | +511.1% | +477.3% |
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