-5.4%
RKT vs BIIB
-7.5%
+2.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.4% |
| 7D | -9.0% | +2.0% | -11.0% | -9.5% |
| 30D | +30.2% | +8.8% | +21.4% | +27.1% |
| 3M | -8.8% | +20.3% | -29.1% | -13.7% |
| 6M | -0.9% | +23.9% | -24.8% | -7.7% |
| YTD | -29.2% | +44.0% | -73.2% | -38.1% |
| 1Y | -20.1% | +53.8% | -73.9% | -31.7% |
| 3Y | +81.3% | +13.8% | +67.5% | +68.0% |
| All | -5.4% | -7.5% | +2.1% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling