+643.2%
GEV vs RKT
+4.5%
+638.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.8% | +4.9% | +3.3% |
| 7D | +8.1% | +6.0% | +2.1% | +7.4% |
| 30D | -1.9% | +0.7% | -2.6% | -2.0% |
| 3M | +4.1% | +11.8% | -7.8% | +2.6% |
| 6M | +23.2% | -7.6% | +30.8% | +23.2% |
| YTD | +48.9% | -28.7% | +77.6% | +51.0% |
| 1Y | +62.2% | -32.6% | +94.8% | +64.6% |
| All | +643.2% | +4.5% | +638.6% | +598.3% |
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 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