+95.3%
RKT vs ALLE
+88.9%
+6.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.6% | +2.4% |
| 7D | +17.7% | -0.6% | +18.2% | +18.3% |
| 30D | +31.6% | +25.3% | +6.3% | +9.9% |
| 3M | +13.9% | +10.3% | +3.6% | +5.4% |
| 6M | +2.8% | +38.0% | -35.2% | -21.1% |
| YTD | -22.2% | +17.8% | -40.0% | -33.5% |
| 1Y | -3.5% | +13.6% | -17.1% | -14.6% |
| 3Y | +95.3% | +89.2% | +6.1% | -11.5% |
| All | +95.3% | +88.9% | +6.4% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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