+116.0%
INTC vs RKT
-9.6%
+125.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.8% | +4.4% | +2.3% |
| 7D | +18.0% | -1.0% | +18.9% | +18.1% |
| 30D | +8.9% | -2.4% | +11.3% | +9.3% |
| 3M | -1.6% | +1.9% | -3.5% | -2.7% |
| 6M | +133.1% | -13.9% | +146.9% | +137.8% |
| YTD | +187.9% | -30.6% | +218.5% | +205.2% |
| 1Y | +334.7% | -34.4% | +369.1% | +363.2% |
| 3Y | +184.2% | +38.2% | +146.0% | +129.6% |
| 5Y | +116.0% | -9.7% | +125.7% | +86.9% |
| All | +116.0% | -9.6% | +125.6% | +86.9% |
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