-0.8%
RKT vs BEN
+30.9%
-31.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.0% | -5.8% |
| 7D | +4.6% | +12.1% | -7.5% | -4.5% |
| 30D | +25.9% | +13.4% | +12.5% | +13.8% |
| 3M | +5.0% | +9.4% | -4.4% | -2.4% |
| 6M | -7.9% | +19.3% | -27.2% | -20.4% |
| YTD | -25.4% | +57.3% | -82.6% | -48.5% |
| 1Y | -15.4% | +69.1% | -84.5% | -44.8% |
| 3Y | +83.3% | +85.6% | -2.3% | +7.2% |
| 5Y | -0.8% | +32.9% | -33.7% | -28.6% |
| All | -0.8% | +30.9% | -31.7% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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