+81.3%
RKT vs ALB
-14.4%
+95.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.3% |
| 7D | -9.0% | -5.8% | -3.2% | -7.8% |
| 30D | +30.2% | -4.5% | +34.7% | +31.4% |
| 3M | -8.8% | -28.1% | +19.2% | -2.9% |
| 6M | -0.9% | -53.2% | +52.2% | +15.0% |
| YTD | -29.2% | -33.3% | +4.1% | -24.8% |
| 1Y | -20.1% | -17.4% | -2.6% | -18.9% |
| 3Y | +81.3% | -14.1% | +95.5% | +78.9% |
| All | +81.3% | -14.4% | +95.8% | +78.9% |
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