-23.6%
RKT vs AR
+933.9%
-957.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -1.7% |
| 7D | +6.0% | -1.8% | +7.8% | +6.1% |
| 30D | +0.7% | +12.6% | -11.9% | -0.1% |
| 3M | +11.8% | +10.0% | +1.8% | +11.0% |
| 6M | -7.6% | +0.6% | -8.3% | -8.0% |
| YTD | -28.7% | +13.4% | -42.1% | -29.9% |
| 1Y | -32.6% | +21.7% | -54.3% | -34.2% |
| 3Y | +42.1% | +45.8% | -3.7% | +33.0% |
| 5Y | -7.2% | +144.3% | -151.4% | -12.8% |
| All | -23.6% | +933.9% | -957.5% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling