+574.5%
NET vs RKT
-7.0%
+581.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.8% | -1.7% |
| 7D | -7.0% | +2.1% | -9.1% | -7.5% |
| 30D | -4.8% | +1.4% | -6.2% | -5.2% |
| 3M | +3.8% | +6.3% | -2.4% | +1.1% |
| 6M | +50.0% | -15.5% | +65.5% | +52.2% |
| YTD | +41.5% | -27.4% | +68.9% | +47.9% |
| 1Y | +32.8% | -26.6% | +59.4% | +37.3% |
| 3Y | +335.9% | +41.2% | +294.6% | +226.1% |
| 5Y | +113.8% | -6.4% | +120.2% | +63.7% |
| All | +574.5% | -7.0% | +581.6% | +416.7% |
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