+290.9%
MRVL vs RKT
-9.6%
+300.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.8% | +7.0% | +5.0% |
| 7D | +13.8% | -1.0% | +14.8% | +14.0% |
| 30D | +12.7% | -2.4% | +15.1% | +13.3% |
| 3M | -11.9% | +1.9% | -13.8% | -12.9% |
| 6M | +153.8% | -13.9% | +167.7% | +160.0% |
| YTD | +177.0% | -30.6% | +207.6% | +196.2% |
| 1Y | +252.3% | -34.4% | +286.7% | +278.9% |
| 3Y | +325.5% | +38.2% | +287.4% | +201.5% |
| 5Y | +290.9% | -9.7% | +300.5% | +198.8% |
| All | +290.9% | -9.6% | +300.5% | +198.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling