+95.3%
RKT vs ALB
-16.8%
+112.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.4% |
| 7D | +17.7% | +9.1% | +8.6% | +15.6% |
| 30D | +31.6% | -3.4% | +35.0% | +32.5% |
| 3M | +13.9% | -20.6% | +34.5% | +19.0% |
| 6M | +2.8% | -48.2% | +51.0% | +17.0% |
| YTD | -22.2% | -29.2% | +7.0% | -18.4% |
| 1Y | -3.5% | +10.0% | -13.5% | -7.9% |
| 3Y | +95.3% | -12.9% | +108.2% | +93.4% |
| All | +95.3% | -16.8% | +112.1% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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