-10.4%
RKT vs AEIS
+6.2%
-16.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -11.1% | +19.8% | +10.0% |
| 7D | +29.7% | -12.7% | +42.4% | +31.4% |
| 30D | +28.5% | -28.8% | +57.3% | +34.8% |
| 3M | +6.4% | -38.0% | +44.4% | +14.2% |
| 6M | +7.1% | -45.3% | +52.4% | +16.9% |
| YTD | -22.5% | +1.1% | -23.6% | -27.4% |
| 1Y | -10.4% | +8.6% | -19.1% | -16.9% |
| All | -10.4% | +6.2% | -16.7% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling