+83.3%
RKT vs BB
+152.5%
-69.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -4.7% |
| 7D | +4.6% | +11.6% | -7.0% | +3.0% |
| 30D | +25.9% | +2.6% | +23.3% | +24.7% |
| 3M | +5.0% | +3.5% | +1.5% | +3.5% |
| 6M | -7.9% | +43.5% | -51.4% | -15.7% |
| YTD | -25.4% | +141.2% | -166.5% | -38.1% |
| 1Y | -15.4% | +97.4% | -112.8% | -27.7% |
| 3Y | +83.3% | +151.1% | -67.8% | +33.0% |
| All | +83.3% | +152.5% | -69.2% | +33.0% |
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 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