+104.2%
RKT vs AG
+232.7%
-128.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.8% | -0.1% |
| 7D | +10.3% | +10.8% | -0.5% | +8.1% |
| 30D | +32.3% | -8.2% | +40.5% | +34.2% |
| 3M | +10.7% | -13.7% | +24.4% | +13.4% |
| 6M | -3.2% | -27.3% | +24.1% | +1.6% |
| YTD | -21.5% | -4.6% | -17.0% | -20.9% |
| 1Y | -6.0% | +39.4% | -45.4% | -9.7% |
| 3Y | +104.2% | +244.1% | -139.9% | +37.0% |
| All | +104.2% | +232.7% | -128.4% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling