+42.1%
RKT vs BB
+68.2%
-26.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.1% |
| 7D | +6.0% | +0.5% | +5.5% | +5.9% |
| 30D | +0.7% | -12.4% | +13.0% | +2.7% |
| 3M | +11.8% | -15.3% | +27.1% | +13.6% |
| 6M | -7.6% | +128.8% | -136.4% | -21.9% |
| YTD | -28.7% | +107.7% | -136.3% | -38.7% |
| 1Y | -32.6% | +103.9% | -136.5% | -42.4% |
| 3Y | +42.1% | +72.6% | -30.5% | +9.3% |
| All | +42.1% | +68.2% | -26.1% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling