+81.3%
RKT vs ALLY
+65.3%
+16.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.5% |
| 7D | -9.0% | +0.4% | -9.3% | -9.1% |
| 30D | +30.2% | +5.2% | +25.0% | +25.9% |
| 3M | -8.8% | -13.3% | +4.5% | +0.1% |
| 6M | -0.9% | -6.7% | +5.7% | +4.3% |
| YTD | -29.2% | -12.8% | -16.4% | -22.2% |
| 1Y | -20.1% | +0.7% | -20.7% | -19.1% |
| 3Y | +81.3% | +65.2% | +16.1% | +20.5% |
| All | +81.3% | +65.3% | +16.0% | +20.5% |
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