+318.3%
INTC vs RKT
-38.3%
+356.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +7.5% | -6.3% | +13.7% | +9.4% |
| 30D | +2.0% | -6.2% | +8.2% | +3.6% |
| 3M | -12.0% | -1.9% | -10.1% | -12.4% |
| 6M | +114.5% | -13.0% | +127.6% | +118.1% |
| YTD | +179.0% | -31.9% | +210.9% | +194.0% |
| 1Y | +318.3% | -37.6% | +355.9% | +368.8% |
| All | +318.3% | -38.3% | +356.6% | +368.8% |
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