+95.3%
RKT vs ALK
+16.0%
+79.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | +17.7% | +9.0% | +8.6% | +13.7% |
| 30D | +31.6% | -1.6% | +33.3% | +32.5% |
| 3M | +13.9% | -23.2% | +37.1% | +25.9% |
| 6M | +2.8% | -3.9% | +6.7% | +4.8% |
| YTD | -22.2% | -22.6% | +0.4% | -15.7% |
| 1Y | -3.5% | -5.3% | +1.8% | -1.2% |
| 3Y | +95.3% | +18.6% | +76.7% | +70.4% |
| All | +95.3% | +16.0% | +79.3% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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