+88.5%
MA vs RKT
-7.1%
+95.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +1.3% | -9.0% | +10.3% | +2.4% |
| 30D | +9.6% | +30.2% | -20.6% | +6.3% |
| 3M | +16.8% | -8.8% | +25.6% | +17.6% |
| 6M | +35.2% | -0.9% | +36.1% | +34.2% |
| YTD | +16.6% | -29.2% | +45.7% | +19.4% |
| 1Y | +19.8% | -20.1% | +39.8% | +20.7% |
| 3Y | +70.7% | +81.3% | -10.6% | +39.3% |
| All | +88.5% | -7.1% | +95.6% | +86.8% |
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