+14.1%
QCOM vs RKT
-7.1%
+21.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +4.3% | -9.0% | +13.2% | +6.4% |
| 30D | -0.1% | +30.2% | -30.3% | -6.3% |
| 3M | +5.2% | -8.8% | +14.1% | +6.7% |
| 6M | -18.4% | -0.9% | -17.4% | -19.6% |
| YTD | +2.4% | -29.2% | +31.6% | +7.1% |
| 1Y | +0.9% | -20.1% | +21.0% | +2.2% |
| 3Y | +48.4% | +81.3% | -32.9% | +5.3% |
| All | +14.1% | -7.1% | +21.2% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling