+39.4%
GM vs RKT
-9.4%
+48.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.7% | -4.1% | +2.8% |
| 7D | +12.1% | +29.7% | -17.7% | +6.2% |
| 30D | +15.2% | +28.5% | -13.3% | +9.3% |
| 3M | +4.9% | +6.4% | -1.5% | +3.0% |
| 6M | +22.6% | +7.1% | +15.5% | +19.3% |
| YTD | +14.4% | -22.5% | +36.9% | +15.2% |
| 1Y | +39.4% | -10.4% | +49.9% | +35.9% |
| All | +39.4% | -9.4% | +48.8% | +35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling