+60.2%
MCD vs RKT
+0.4%
+59.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.7% |
| 7D | +5.9% | +10.3% | -4.4% | +5.5% |
| 30D | +19.6% | +32.3% | -12.7% | +18.2% |
| 3M | +3.3% | +10.7% | -7.4% | +2.7% |
| 6M | +3.5% | -3.2% | +6.7% | +3.2% |
| YTD | -6.1% | -21.5% | +15.4% | -5.8% |
| 1Y | -3.7% | -6.0% | +2.3% | -4.1% |
| 3Y | +13.4% | +104.2% | -90.9% | +8.0% |
| 5Y | +25.2% | +2.5% | +22.7% | +20.3% |
| All | +60.2% | +0.4% | +59.8% | +53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling