+95.3%
RKT vs ACGL
+31.5%
+63.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +1.7% |
| 7D | +17.7% | +0.9% | +16.8% | +17.6% |
| 30D | +31.6% | +13.7% | +17.9% | +31.6% |
| 3M | +13.9% | +8.0% | +5.9% | +13.8% |
| 6M | +2.8% | +13.3% | -10.5% | +3.0% |
| YTD | -22.2% | +11.8% | -34.1% | -22.1% |
| 1Y | -3.5% | +22.2% | -25.8% | -3.3% |
| 3Y | +95.3% | +32.5% | +62.8% | +137.0% |
| All | +95.3% | +31.5% | +63.8% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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