-27.0%
RKT vs BB
+56.1%
-83.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.9% | -1.2% |
| 7D | -7.2% | -2.1% | -5.2% | -6.8% |
| 30D | -7.9% | -16.0% | +8.1% | -4.4% |
| 3M | +5.2% | -14.5% | +19.7% | +7.1% |
| 6M | -14.9% | +118.6% | -133.5% | -31.2% |
| YTD | -31.9% | +98.9% | -130.8% | -43.7% |
| 1Y | -36.9% | +99.5% | -136.4% | -48.5% |
| 3Y | +35.7% | +65.4% | -29.6% | +7.7% |
| 5Y | -9.7% | -27.6% | +18.0% | -18.3% |
| All | -27.0% | +56.1% | -83.1% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling