-8.0%
RKT vs BIIB
-29.7%
+21.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -1.9% | -2.5% |
| 7D | -1.0% | -5.4% | +4.4% | +0.7% |
| 30D | -2.4% | +1.7% | -4.1% | -2.8% |
| 3M | +1.9% | +5.8% | -3.9% | -0.2% |
| 6M | -13.9% | +11.9% | -25.8% | -17.8% |
| YTD | -30.6% | +19.7% | -50.4% | -35.9% |
| 1Y | -34.4% | +46.7% | -81.1% | -43.8% |
| 3Y | +38.2% | -18.6% | +56.8% | +41.5% |
| All | -8.0% | -29.7% | +21.7% | -1.2% |
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