-23.5%
RKT vs BB
+100.9%
-124.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.0% | -2.1% | -4.7% |
| 7D | -7.5% | +9.0% | -16.5% | -8.3% |
| 30D | +26.6% | +7.7% | +18.9% | +24.8% |
| 3M | -2.4% | +4.0% | -6.4% | -3.7% |
| 6M | -7.4% | +46.6% | -54.0% | -15.4% |
| YTD | -29.2% | +140.6% | -169.8% | -43.4% |
| 1Y | -23.5% | +103.1% | -126.7% | -39.0% |
| All | -23.5% | +100.9% | -124.4% | -39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling