+212.8%
RDDT vs RKT
+1.1%
+211.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | +2.1% | -6.3% | +8.4% | +4.0% |
| 30D | +2.8% | -6.2% | +9.0% | +4.5% |
| 3M | -8.9% | -1.9% | -7.1% | -8.6% |
| 6M | +15.1% | -13.0% | +28.1% | +17.7% |
| YTD | -31.4% | -31.9% | +0.6% | -26.0% |
| 1Y | -39.4% | -37.6% | -1.9% | -33.9% |
| All | +212.8% | +1.1% | +211.6% | +201.0% |
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