+525.0%
LITE vs RKT
-4.5%
+529.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | -1.2% |
| 7D | -13.9% | +4.6% | -18.5% | -14.4% |
| 30D | -46.9% | +25.9% | -72.8% | -48.6% |
| 3M | -28.0% | +5.0% | -33.0% | -29.0% |
| 6M | -35.2% | -7.9% | -27.3% | -35.5% |
| YTD | +58.9% | -25.4% | +84.2% | +60.8% |
| 1Y | +125.3% | -15.4% | +140.7% | +124.4% |
| 3Y | +1,344.4% | +83.3% | +1,261.1% | +1,146.9% |
| 5Y | +541.2% | -0.8% | +542.0% | +463.9% |
| All | +525.0% | -4.5% | +529.5% | +438.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling