-24.1%
RKT vs BB
+84.3%
-108.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.5% |
| 7D | -9.0% | +1.8% | -10.8% | -9.3% |
| 30D | +30.2% | +8.1% | +22.1% | +27.1% |
| 3M | -8.8% | -1.0% | -7.8% | -9.9% |
| 6M | -0.9% | +45.9% | -46.8% | -12.4% |
| YTD | -29.2% | +134.8% | -164.0% | -44.2% |
| 1Y | -20.1% | +104.6% | -124.7% | -35.4% |
| 3Y | +81.3% | +152.8% | -71.5% | +29.6% |
| 5Y | -6.6% | -17.4% | +10.8% | -18.7% |
| All | -24.1% | +84.3% | -108.4% | -44.9% |
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