-27.0%
RKT vs BIIB
-21.9%
-5.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.3% |
| 7D | -7.2% | -4.0% | -3.2% | -6.4% |
| 30D | -7.9% | +5.7% | -13.6% | -8.9% |
| 3M | +5.2% | +10.9% | -5.7% | +2.6% |
| 6M | -14.9% | +14.3% | -29.2% | -18.0% |
| YTD | -31.9% | +22.4% | -54.3% | -35.7% |
| 1Y | -36.9% | +51.1% | -88.0% | -43.4% |
| 3Y | +35.7% | -16.8% | +52.5% | +36.6% |
| 5Y | -9.7% | -28.1% | +18.5% | -9.2% |
| All | -27.0% | -21.9% | -5.1% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 10y: compounded portfolio wealth divided by compounded BIIB 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…
10y analysis · Full analysis span regression · 6 months rolling