+22.7%
MCD vs RKT
0.0%
+22.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.2% | -0.6% |
| 7D | +7.1% | +17.7% | -10.5% | +6.1% |
| 30D | +19.8% | +31.6% | -11.9% | +17.8% |
| 3M | +0.8% | +13.9% | -13.1% | -0.2% |
| 6M | -1.3% | +2.8% | -4.1% | -2.0% |
| YTD | -7.8% | -22.2% | +14.5% | -7.3% |
| 1Y | -5.0% | -3.5% | -1.4% | -5.8% |
| 3Y | +10.5% | +95.3% | -84.7% | +2.2% |
| All | +22.7% | 0.0% | +22.7% | +20.0% |
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