+137.3%
META vs RKT
-9.3%
+146.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.1% | +4.2% | 0.0% |
| 7D | +3.1% | -7.5% | +10.6% | +4.3% |
| 30D | -18.2% | +26.6% | -44.8% | -21.4% |
| 3M | +7.8% | -2.4% | +10.2% | +7.7% |
| 6M | +3.6% | -7.4% | +11.0% | +3.7% |
| YTD | -5.3% | -29.2% | +23.9% | -2.2% |
| 1Y | +2.7% | -23.5% | +26.3% | +4.7% |
| 3Y | +91.5% | +73.9% | +17.6% | +60.3% |
| 5Y | +84.7% | -6.6% | +91.3% | +59.2% |
| All | +137.3% | -9.3% | +146.7% | +98.3% |
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