-37.6%
RKT vs AGI
+9.2%
-46.8%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | -6.3% | -2.7% | -3.5% | -5.2% |
| 30D | -6.2% | +7.2% | -13.4% | -8.8% |
| 3M | -1.9% | +4.3% | -6.1% | -3.8% |
| 6M | -13.0% | -27.1% | +14.1% | -3.3% |
| YTD | -31.9% | -6.6% | -25.3% | -29.3% |
| 1Y | -37.6% | +9.5% | -47.1% | -37.9% |
| All | -37.6% | +9.2% | -46.8% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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