+179.9%
INTC vs RKT
+37.5%
+142.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.8% | +4.4% | +2.1% |
| 7D | +18.0% | -1.0% | +18.9% | +18.1% |
| 30D | +8.9% | -2.4% | +11.3% | +9.2% |
| 3M | -1.6% | +1.9% | -3.5% | -2.3% |
| 6M | +133.1% | -13.9% | +146.9% | +135.9% |
| YTD | +187.9% | -30.6% | +218.5% | +197.5% |
| 1Y | +334.7% | -34.4% | +369.1% | +350.1% |
| All | +179.9% | +37.5% | +142.4% | +153.5% |
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