-23.6%
RKT vs AEE
+59.2%
-82.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.7% | -2.3% |
| 7D | +6.0% | +1.3% | +4.7% | +5.2% |
| 30D | +0.7% | -1.2% | +1.9% | +1.3% |
| 3M | +11.8% | +1.0% | +10.8% | +10.6% |
| 6M | -7.6% | -2.3% | -5.3% | -6.9% |
| YTD | -28.7% | +9.1% | -37.8% | -32.7% |
| 1Y | -32.6% | +10.6% | -43.1% | -36.9% |
| 3Y | +42.1% | +48.5% | -6.4% | +9.6% |
| 5Y | -7.2% | +39.9% | -47.0% | -26.6% |
| All | -23.6% | +59.2% | -82.8% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling