+255.3%
MRVL vs RKT
-38.3%
+293.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | +5.6% | -6.3% | +11.9% | +6.9% |
| 30D | +8.8% | -6.2% | +15.0% | +10.1% |
| 3M | -15.9% | -1.9% | -14.0% | -15.8% |
| 6M | +161.3% | -13.0% | +174.3% | +162.1% |
| YTD | +178.2% | -31.9% | +210.2% | +182.7% |
| 1Y | +255.3% | -37.6% | +292.9% | +258.7% |
| All | +255.3% | -38.3% | +293.6% | +258.7% |
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