+46.1%
MRK vs RKT
+35.1%
+11.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.8% |
| 7D | -5.0% | -7.2% | +2.2% | -4.6% |
| 30D | +11.0% | -7.9% | +18.8% | +11.5% |
| 3M | +22.4% | +5.2% | +17.2% | +21.8% |
| 6M | +25.4% | -14.9% | +40.3% | +26.2% |
| YTD | +39.5% | -31.9% | +71.4% | +41.6% |
| 1Y | +78.0% | -36.9% | +114.9% | +80.9% |
| All | +46.1% | +35.1% | +11.1% | +46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling