-27.1%
RKT vs BBIO
+163.5%
-190.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -6.3% | -3.2% | -3.1% | -5.9% |
| 30D | -6.2% | -13.6% | +7.4% | -4.4% |
| 3M | -1.9% | +7.2% | -9.1% | -3.0% |
| 6M | -13.0% | +1.5% | -14.5% | -13.4% |
| YTD | -31.9% | -5.3% | -26.6% | -31.9% |
| 1Y | -37.6% | +37.7% | -75.3% | -40.6% |
| 3Y | +36.8% | +153.9% | -117.1% | +18.5% |
| 5Y | -9.7% | +43.9% | -53.6% | -37.2% |
| All | -27.1% | +163.5% | -190.6% | -41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling