+1.7%
RKT vs ALLY
-9.5%
+11.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.7% |
| 7D | +17.7% | +0.9% | +16.7% | +17.2% |
| 30D | +31.6% | +3.1% | +28.6% | +29.2% |
| 3M | +13.9% | -12.6% | +26.5% | +23.6% |
| 6M | +2.8% | -12.4% | +15.2% | +12.2% |
| YTD | -22.2% | -13.2% | -9.1% | -14.8% |
| 1Y | -3.5% | +1.8% | -5.3% | -3.4% |
| 3Y | +95.3% | +58.0% | +37.3% | +46.3% |
| All | +1.7% | -9.5% | +11.2% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling