-26.6%
RKT vs AEIS
+93.3%
-119.9%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -1.6% |
| 7D | +2.1% | +3.0% | -0.9% | +1.5% |
| 30D | +1.4% | -14.6% | +16.1% | +4.3% |
| 3M | +6.3% | -12.4% | +18.7% | +6.9% |
| 6M | -15.5% | -15.0% | -0.5% | -15.4% |
| YTD | -27.4% | +34.3% | -61.7% | -32.6% |
| 1Y | -26.6% | +87.4% | -113.9% | -33.5% |
| All | -26.6% | +93.3% | -119.9% | -33.5% |
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