+86.4%
META vs RKT
-7.1%
+93.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +5.2% | -9.0% | +14.1% | +7.4% |
| 30D | -13.0% | +30.2% | -43.2% | -18.6% |
| 3M | +7.9% | -8.8% | +16.8% | +9.5% |
| 6M | +4.2% | -0.9% | +5.2% | +2.8% |
| YTD | -2.5% | -29.2% | +26.6% | +2.3% |
| 1Y | +5.6% | -20.1% | +25.6% | +7.2% |
| 3Y | +96.8% | +81.3% | +15.5% | +29.3% |
| All | +86.4% | -7.1% | +93.5% | +47.0% |
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 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