+45.8%
ON vs RKT
-38.3%
+84.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.6% | -0.9% |
| 7D | -4.7% | -7.2% | +2.5% | -3.6% |
| 30D | -13.5% | -7.9% | -5.6% | -12.5% |
| 3M | -36.3% | +5.2% | -41.5% | -37.5% |
| 6M | +17.8% | -14.9% | +32.7% | +18.0% |
| YTD | +29.6% | -31.9% | +61.5% | +31.4% |
| 1Y | +45.8% | -36.9% | +82.7% | +48.7% |
| All | +45.8% | -38.3% | +84.1% | +48.7% |
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 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