+338.2%
MRVL vs RKT
-9.3%
+347.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.7% |
| 7D | +11.0% | -9.0% | +20.0% | +12.8% |
| 30D | -36.1% | +30.2% | -66.3% | -39.6% |
| 3M | -29.4% | -8.8% | -20.6% | -28.9% |
| 6M | -11.9% | -0.9% | -10.9% | -13.0% |
| YTD | +84.8% | -29.2% | +114.0% | +91.3% |
| 1Y | +79.4% | -20.1% | +99.5% | +81.6% |
| 3Y | +195.7% | +81.3% | +114.4% | +136.0% |
| 5Y | +117.2% | -6.6% | +123.8% | +81.8% |
| All | +338.2% | -9.3% | +347.6% | +255.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling