+93.3%
QQQ vs RKT
+37.5%
+55.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | 0.0% |
| 7D | +1.0% | -1.0% | +2.0% | +1.1% |
| 30D | -0.6% | -2.4% | +1.8% | -0.5% |
| 3M | +1.3% | +1.9% | -0.6% | +0.8% |
| 6M | +18.1% | -13.9% | +32.0% | +18.9% |
| YTD | +16.9% | -30.6% | +47.5% | +19.4% |
| 1Y | +24.0% | -34.4% | +58.3% | +26.9% |
| All | +93.3% | +37.5% | +55.8% | +77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling