-11.4%
RKT vs BBIO
+42.7%
-54.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -6.3% | -3.2% | -3.1% | -5.8% |
| 30D | -6.2% | -13.6% | +7.4% | -4.2% |
| 3M | -1.9% | +7.2% | -9.1% | -3.1% |
| 6M | -13.0% | +1.5% | -14.5% | -13.5% |
| YTD | -31.9% | -5.3% | -26.6% | -31.9% |
| 1Y | -37.6% | +37.7% | -75.3% | -41.0% |
| 3Y | +36.8% | +153.9% | -117.1% | +16.0% |
| All | -11.4% | +42.7% | -54.2% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling