-2.8%
MCHP vs RKT
+35.1%
-37.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -1.6% |
| 7D | -2.1% | -7.2% | +5.2% | -0.6% |
| 30D | -11.1% | -7.9% | -3.2% | -9.8% |
| 3M | -18.1% | +5.2% | -23.3% | -19.3% |
| 6M | +10.8% | -14.9% | +25.7% | +12.7% |
| YTD | +14.2% | -31.9% | +46.1% | +20.1% |
| 1Y | +13.5% | -36.9% | +50.4% | +20.4% |
| All | -2.8% | +35.1% | -37.9% | -22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling