-26.6%
RKT vs AG
+125.2%
-151.8%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.8% | -0.6% |
| 7D | +2.1% | +1.0% | +1.1% | +1.8% |
| 30D | +1.4% | +19.2% | -17.7% | -3.3% |
| 3M | +6.3% | +6.2% | +0.1% | +3.5% |
| 6M | -15.5% | -26.7% | +11.2% | -11.0% |
| YTD | -27.4% | +26.1% | -53.5% | -29.8% |
| 1Y | -26.6% | +131.7% | -158.2% | -30.8% |
| All | -26.6% | +125.2% | -151.8% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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