+132.5%
GOOGL vs RKT
-9.6%
+142.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -1.8% |
| 7D | -1.9% | -1.0% | -0.9% | -1.7% |
| 30D | -7.5% | -2.4% | -5.1% | -7.2% |
| 3M | -9.2% | +1.9% | -11.1% | -9.9% |
| 6M | +8.1% | -13.9% | +21.9% | +9.6% |
| YTD | +5.8% | -30.6% | +36.5% | +10.6% |
| 1Y | +38.3% | -34.4% | +72.7% | +45.3% |
| 3Y | +144.8% | +38.2% | +106.6% | +99.0% |
| 5Y | +132.5% | -9.7% | +142.2% | +96.1% |
| All | +132.5% | -9.6% | +142.1% | +96.1% |
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