+161.8%
GILD vs RKT
-12.9%
+174.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | -4.8% | -6.3% | +1.4% | -4.5% |
| 30D | +5.8% | -6.2% | +12.0% | +6.1% |
| 3M | +14.9% | -1.9% | +16.8% | +14.8% |
| 6M | -0.4% | -13.0% | +12.7% | 0.0% |
| YTD | +18.5% | -31.9% | +50.5% | +19.9% |
| 1Y | +25.1% | -37.6% | +62.7% | +27.0% |
| 3Y | +105.9% | +36.8% | +69.1% | +96.7% |
| 5Y | +143.0% | -9.7% | +152.7% | +130.5% |
| All | +161.8% | -12.9% | +174.6% | +145.6% |
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 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