-20.1%
RKT vs AEIS
+4.7%
-24.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +0.5% |
| 7D | -9.0% | +11.5% | -20.5% | -10.3% |
| 30D | +30.2% | -15.8% | +46.0% | +32.5% |
| 3M | -8.8% | -33.3% | +24.5% | -2.9% |
| 6M | -0.9% | -35.2% | +34.3% | +4.2% |
| YTD | -29.2% | +5.0% | -34.2% | -40.8% |
| 1Y | -20.1% | +8.5% | -28.5% | -35.3% |
| All | -20.1% | +4.7% | -24.7% | -35.3% |
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