+106.9%
MA vs RKT
-4.5%
+111.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.3% | +0.9% |
| 7D | +1.8% | +4.6% | -2.8% | +1.4% |
| 30D | +11.8% | +25.9% | -14.0% | +9.5% |
| 3M | +17.2% | +5.0% | +12.2% | +16.4% |
| 6M | +33.4% | -7.9% | +41.3% | +33.5% |
| YTD | +16.1% | -25.4% | +41.5% | +17.7% |
| 1Y | +19.9% | -15.4% | +35.3% | +20.0% |
| 3Y | +70.1% | +83.3% | -13.2% | +52.5% |
| 5Y | +89.6% | -0.8% | +90.4% | +73.1% |
| All | +106.9% | -4.5% | +111.3% | +83.2% |
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