+62.8%
META vs RKT
-6.6%
+69.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.3% |
| 7D | +6.7% | +2.1% | +4.6% | +6.1% |
| 30D | +4.8% | +1.4% | +3.3% | +4.2% |
| 3M | -1.6% | +6.3% | -7.9% | -3.7% |
| 6M | -7.5% | -15.5% | +8.0% | -5.3% |
| YTD | -6.4% | -27.4% | +21.0% | -1.6% |
| 1Y | -17.3% | -26.6% | +9.2% | -14.1% |
| 3Y | +109.9% | +41.2% | +68.7% | +55.2% |
| All | +62.8% | -6.6% | +69.4% | +35.3% |
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 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