+4.9%
MSFT vs RKT
-23.8%
+28.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.3% | -9.0% | +7.7% | -0.7% |
| 30D | -1.8% | +30.2% | -32.0% | -3.2% |
| 3M | +5.6% | -8.8% | +14.5% | +6.4% |
| 6M | +29.8% | -0.9% | +30.7% | +29.8% |
| YTD | +9.0% | -29.2% | +38.2% | +10.5% |
| 1Y | +4.9% | -20.1% | +25.0% | +6.6% |
| All | +4.9% | -23.8% | +28.7% | +6.6% |
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