+534.3%
MRVL vs RKT
-12.8%
+547.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.6% | -3.1% |
| 7D | +8.7% | -7.2% | +15.9% | +10.2% |
| 30D | +6.9% | -7.9% | +14.8% | +8.5% |
| 3M | -10.1% | +5.2% | -15.3% | -11.3% |
| 6M | +143.4% | -14.9% | +158.3% | +148.4% |
| YTD | +167.5% | -31.9% | +199.3% | +181.3% |
| 1Y | +239.0% | -36.9% | +275.9% | +259.3% |
| 3Y | +311.0% | +35.7% | +275.3% | +250.4% |
| 5Y | +278.0% | -9.7% | +287.7% | +221.3% |
| All | +534.3% | -12.8% | +547.1% | +423.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling