-37.6%
RKT vs BBY
+24.8%
-62.4%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.2% | -1.4% |
| 7D | -6.3% | +0.6% | -6.8% | -6.5% |
| 30D | -6.2% | +9.4% | -15.6% | -9.9% |
| 3M | -1.9% | +19.3% | -21.2% | -8.8% |
| 6M | -13.0% | +47.9% | -60.9% | -25.8% |
| YTD | -31.9% | +39.6% | -71.5% | -41.3% |
| 1Y | -37.6% | +22.2% | -59.7% | -43.8% |
| All | -37.6% | +24.8% | -62.4% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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