+41.6%
RKT vs BIL
+14.1%
+27.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.3% |
| 7D | +2.1% | +0.1% | +2.0% | +1.6% |
| 30D | +1.4% | +0.3% | +1.1% | -0.7% |
| 3M | +6.3% | +0.9% | +5.3% | -0.2% |
| 6M | -15.5% | +1.8% | -17.3% | -25.7% |
| YTD | -27.4% | +2.4% | -29.8% | -39.6% |
| 1Y | -26.6% | +3.7% | -30.3% | -45.8% |
| All | +41.6% | +14.1% | +27.5% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 3y: compounded portfolio wealth divided by compounded BIL 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…
3y analysis · Full analysis span regression · 6 months rolling