+371.9%
MRVL vs RKT
-4.5%
+376.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.1% | +9.4% | +9.3% |
| 7D | +5.6% | -3.8% | +9.4% | +6.4% |
| 30D | -36.5% | +32.8% | -69.4% | -40.1% |
| 3M | -20.5% | +0.8% | -21.3% | -21.3% |
| 6M | -1.1% | -2.6% | +1.5% | -2.2% |
| YTD | +99.0% | -25.4% | +124.4% | +104.2% |
| 1Y | +89.3% | -19.1% | +108.4% | +91.2% |
| 3Y | +211.6% | +83.2% | +128.5% | +148.7% |
| 5Y | +134.1% | +0.8% | +133.2% | +93.9% |
| All | +371.9% | -4.5% | +376.4% | +279.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling