+1.7%
RKT vs BIL
+19.8%
-18.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +17.7% | -0.3% | +17.9% | +17.9% |
| 30D | +31.6% | 0.0% | +31.6% | +29.0% |
| 3M | +13.9% | +0.6% | +13.3% | +6.2% |
| 6M | +2.8% | +1.5% | +1.3% | -11.4% |
| YTD | -22.2% | +2.8% | -25.0% | -40.2% |
| 1Y | -3.5% | +3.3% | -6.9% | -30.0% |
| 3Y | +95.3% | +13.5% | +81.8% | -37.8% |
| All | +1.7% | +19.8% | -18.1% | -83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling