+524.8%
MRVL vs RKT
-7.0%
+531.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.1% | +8.2% | +7.3% |
| 7D | +3.2% | +2.1% | +1.1% | +2.7% |
| 30D | +5.9% | +1.4% | +4.5% | +5.6% |
| 3M | -29.3% | +6.3% | -35.6% | -30.4% |
| 6M | +186.5% | -15.5% | +201.9% | +192.1% |
| YTD | +163.4% | -27.4% | +190.8% | +173.9% |
| 1Y | +249.5% | -26.6% | +276.1% | +260.2% |
| 3Y | +289.4% | +41.2% | +248.1% | +229.8% |
| 5Y | +270.2% | -6.4% | +276.7% | +211.7% |
| All | +524.8% | -7.0% | +531.8% | +409.7% |
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 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