+39.4%
RKT vs AEIS
+172.0%
-132.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.6% | -2.4% |
| 7D | -1.0% | +6.5% | -7.4% | -2.8% |
| 30D | -2.4% | -9.2% | +6.8% | -0.2% |
| 3M | +1.9% | -8.3% | +10.2% | +1.5% |
| 6M | -13.9% | -6.3% | -7.5% | -15.7% |
| YTD | -30.6% | +36.5% | -67.1% | -41.0% |
| 1Y | -34.4% | +84.8% | -119.1% | -51.1% |
| All | +39.4% | +172.0% | -132.6% | -25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling