+308.2%
MRVL vs RKT
+40.6%
+267.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.1% |
| 7D | +7.1% | +6.0% | +1.2% | +6.2% |
| 30D | +3.1% | +0.7% | +2.4% | +2.9% |
| 3M | -21.9% | +11.8% | -33.8% | -23.3% |
| 6M | +151.8% | -7.6% | +159.5% | +152.4% |
| YTD | +165.6% | -28.7% | +194.3% | +172.4% |
| 1Y | +242.3% | -32.6% | +274.8% | +252.2% |
| 3Y | +308.2% | +42.1% | +266.1% | +241.8% |
| All | +308.2% | +40.6% | +267.6% | +241.8% |
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 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