+144.1%
META vs RKT
+0.4%
+143.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.3% | +5.0% |
| 7D | +5.7% | +10.3% | -4.6% | +4.1% |
| 30D | -10.8% | +32.3% | -43.1% | -14.8% |
| 3M | +8.4% | +10.7% | -2.3% | +6.2% |
| 6M | +5.4% | -3.2% | +8.6% | +4.8% |
| YTD | -2.6% | -21.5% | +19.0% | -0.9% |
| 1Y | +3.5% | -6.0% | +9.5% | +2.2% |
| 3Y | +102.0% | +104.2% | -2.2% | +64.7% |
| 5Y | +93.1% | +2.5% | +90.6% | +64.0% |
| All | +144.1% | +0.4% | +143.6% | +100.8% |
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