+43.7%
MCD vs RKT
-12.9%
+56.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -1.2% | -6.3% | +5.0% | -1.0% |
| 30D | -7.8% | -6.2% | -1.6% | -7.6% |
| 3M | -10.7% | -1.9% | -8.8% | -10.8% |
| 6M | -21.3% | -13.0% | -8.3% | -21.1% |
| YTD | -15.8% | -31.9% | +16.2% | -14.9% |
| 1Y | -16.0% | -37.6% | +21.5% | -15.0% |
| 3Y | -3.0% | +36.8% | -39.8% | -6.0% |
| 5Y | +18.6% | -9.7% | +28.4% | +14.8% |
| All | +43.7% | -12.9% | +56.6% | +38.3% |
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