-36.9%
RKT vs BIDU
-18.3%
-18.6%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.4% |
| 7D | -7.2% | -5.2% | -2.0% | -6.2% |
| 30D | -7.9% | -14.5% | +6.6% | -4.9% |
| 3M | +5.2% | -22.9% | +28.1% | +10.8% |
| 6M | -14.9% | -27.8% | +12.9% | -10.2% |
| YTD | -31.9% | -30.7% | -1.2% | -28.1% |
| 1Y | -36.9% | -15.8% | -21.1% | -36.2% |
| All | -36.9% | -18.3% | -18.6% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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