+58.1%
INTC vs RKT
+75.2%
-17.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +6.0% | -9.0% | +15.0% | +7.2% |
| 30D | -39.2% | +30.2% | -69.4% | -41.8% |
| 3M | -42.9% | -8.8% | -34.1% | -42.4% |
| 6M | -50.4% | -0.9% | -49.5% | -50.8% |
| YTD | +61.7% | -29.2% | +90.9% | +65.7% |
| 1Y | +66.1% | -20.1% | +86.2% | +68.2% |
| 3Y | +58.1% | +81.3% | -23.2% | +51.5% |
| All | +58.1% | +75.2% | -17.0% | +51.5% |
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