-19.1%
RKT vs AG
+23.1%
-42.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.1% | +0.3% |
| 7D | -3.8% | -4.0% | +0.2% | -2.5% |
| 30D | +32.8% | -13.1% | +45.9% | +38.3% |
| 3M | +0.8% | -22.0% | +22.9% | +8.4% |
| 6M | -2.6% | -37.3% | +34.6% | +11.2% |
| YTD | -25.4% | -11.2% | -14.2% | -24.1% |
| 1Y | -19.1% | +23.9% | -43.0% | -26.0% |
| All | -19.1% | +23.1% | -42.2% | -26.0% |
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