+84.8%
MRK vs RKT
-21.9%
+106.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.2% |
| 7D | +1.3% | +2.1% | -0.8% | +1.1% |
| 30D | +17.1% | +1.4% | +15.7% | +17.0% |
| 3M | +25.9% | +6.3% | +19.6% | +25.0% |
| 6M | +26.8% | -15.5% | +42.3% | +28.4% |
| YTD | +44.9% | -27.4% | +72.3% | +46.4% |
| 1Y | +84.8% | -26.6% | +111.4% | +83.8% |
| All | +84.8% | -21.9% | +106.7% | +83.8% |
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