-9.7%
RKT vs BEN
+40.0%
-49.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.2% | -1.6% |
| 7D | -1.0% | +3.4% | -4.3% | -3.4% |
| 30D | -2.4% | +1.8% | -4.2% | -3.7% |
| 3M | +1.9% | +8.4% | -6.5% | -4.5% |
| 6M | -13.9% | +35.6% | -49.5% | -31.8% |
| YTD | -30.6% | +46.4% | -77.0% | -48.5% |
| 1Y | -34.4% | +46.3% | -80.7% | -51.6% |
| 3Y | +38.2% | +54.6% | -16.4% | -2.9% |
| 5Y | -9.7% | +39.4% | -49.0% | -34.5% |
| All | -9.7% | +40.0% | -49.6% | -34.5% |
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