+73.1%
MA vs RKT
-6.6%
+79.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | -2.7% | +2.1% | -4.8% | -3.0% |
| 30D | +1.5% | +1.4% | +0.1% | +1.2% |
| 3M | +20.4% | +6.3% | +14.2% | +19.0% |
| 6M | +11.1% | -15.5% | +26.6% | +12.2% |
| YTD | +2.0% | -27.4% | +29.3% | +4.4% |
| 1Y | -2.2% | -26.6% | +24.4% | -0.4% |
| 3Y | +41.9% | +41.2% | +0.7% | +22.5% |
| All | +73.1% | -6.6% | +79.7% | +65.4% |
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