+339.2%
GLW vs RKT
+75.2%
+264.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | +7.7% | -9.0% | +16.7% | +8.7% |
| 30D | -18.8% | +30.2% | -49.0% | -21.2% |
| 3M | -27.7% | -8.8% | -18.9% | -27.2% |
| 6M | -44.4% | -0.9% | -43.5% | -44.7% |
| YTD | +31.3% | -29.2% | +60.5% | +32.7% |
| 1Y | +40.0% | -20.1% | +60.1% | +40.4% |
| 3Y | +339.2% | +81.3% | +257.9% | +282.9% |
| All | +339.2% | +75.2% | +264.1% | +282.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling