+45.3%
MO vs RKT
-9.4%
+54.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +8.7% | -7.3% | +1.5% |
| 7D | +6.9% | +29.7% | -22.9% | +7.2% |
| 30D | +14.9% | +28.5% | -13.6% | +15.2% |
| 3M | +16.4% | +6.4% | +10.1% | +16.2% |
| 6M | +9.6% | +7.1% | +2.4% | +9.6% |
| YTD | +41.8% | -22.5% | +64.3% | +40.3% |
| 1Y | +45.3% | -10.4% | +55.8% | +41.8% |
| All | +45.3% | -9.4% | +54.7% | +41.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling