-13.9%
RKT vs AZN
-17.5%
+3.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.8% | -2.1% |
| 7D | -1.0% | -2.9% | +1.9% | +0.1% |
| 30D | -2.4% | -3.1% | +0.7% | -1.3% |
| 3M | +1.9% | -14.4% | +16.3% | +8.1% |
| 6M | -13.9% | -19.5% | +5.6% | -2.8% |
| All | -13.9% | -17.5% | +3.7% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 6mo: compounded portfolio wealth divided by compounded AZN 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…
6mo analysis · Full analysis span regression · 6 months rolling