+170.7%
QQQ vs RKT
-8.7%
+179.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.1% |
| 7D | +1.5% | +6.0% | -4.5% | +0.8% |
| 30D | -0.6% | +0.7% | -1.3% | -0.8% |
| 3M | +0.4% | +11.8% | -11.4% | -1.3% |
| 6M | +20.1% | -7.6% | +27.7% | +20.2% |
| YTD | +17.2% | -28.7% | +45.9% | +20.3% |
| 1Y | +24.7% | -32.6% | +57.3% | +28.4% |
| 3Y | +96.2% | +42.1% | +54.1% | +76.8% |
| 5Y | +94.4% | -7.2% | +101.5% | +74.2% |
| All | +170.7% | -8.7% | +179.3% | +137.7% |
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