+95.3%
RKT vs ALLY
+54.4%
+40.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.7% |
| 7D | +17.7% | +0.9% | +16.7% | +17.1% |
| 30D | +31.6% | +3.1% | +28.6% | +29.0% |
| 3M | +13.9% | -12.6% | +26.5% | +24.4% |
| 6M | +2.8% | -12.4% | +15.2% | +12.8% |
| YTD | -22.2% | -13.2% | -9.1% | -14.3% |
| 1Y | -3.5% | +1.8% | -5.3% | -3.0% |
| 3Y | +95.3% | +58.0% | +37.3% | +24.4% |
| All | +95.3% | +54.4% | +40.9% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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