+11.0%
MO vs RKT
-38.3%
+49.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +0.1% | -6.3% | +6.4% | 0.0% |
| 30D | +7.1% | -6.2% | +13.3% | +7.0% |
| 3M | -2.0% | -1.9% | -0.1% | -1.9% |
| 6M | +7.3% | -13.0% | +20.3% | +7.4% |
| YTD | +23.5% | -31.9% | +55.4% | +23.0% |
| 1Y | +11.0% | -37.6% | +48.6% | +10.0% |
| All | +11.0% | -38.3% | +49.3% | +10.0% |
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 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