+354.1%
GOOGL vs RKT
-7.0%
+361.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | -2.3% | +2.1% | -4.4% | -2.5% |
| 30D | -6.6% | +1.4% | -8.0% | -6.9% |
| 3M | -8.9% | +6.3% | -15.2% | -9.9% |
| 6M | +11.9% | -15.5% | +27.3% | +13.2% |
| YTD | +8.3% | -27.4% | +35.7% | +11.1% |
| 1Y | +46.2% | -26.6% | +72.8% | +49.2% |
| 3Y | +151.9% | +41.2% | +110.6% | +126.9% |
| 5Y | +137.7% | -6.4% | +144.1% | +112.0% |
| All | +354.1% | -7.0% | +361.1% | +296.1% |
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 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