+95.3%
RKT vs ALL
+105.5%
-10.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.5% | +6.1% | +1.8% |
| 7D | +17.7% | -1.9% | +19.6% | +17.7% |
| 30D | +31.6% | +13.8% | +17.9% | +31.6% |
| 3M | +13.9% | -7.0% | +20.9% | +13.7% |
| 6M | +2.8% | +18.0% | -15.2% | +2.6% |
| YTD | -22.2% | +24.2% | -46.4% | -22.6% |
| 1Y | -3.5% | +31.2% | -34.7% | -4.2% |
| 3Y | +95.3% | +107.5% | -12.3% | +121.6% |
| All | +95.3% | +105.5% | -10.3% | +121.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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