-25.7%
RKT vs BN
+131.0%
-156.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.8% | -1.3% |
| 7D | -1.0% | -3.0% | +2.0% | +1.4% |
| 30D | -2.4% | -13.0% | +10.6% | +8.5% |
| 3M | +1.9% | -15.2% | +17.1% | +15.6% |
| 6M | -13.9% | -5.9% | -7.9% | -8.6% |
| YTD | -30.6% | -15.8% | -14.9% | -20.6% |
| 1Y | -34.4% | -12.2% | -22.2% | -27.2% |
| 3Y | +38.2% | +72.2% | -34.0% | -9.8% |
| 5Y | -9.7% | +33.2% | -42.9% | -30.7% |
| All | -25.7% | +131.0% | -156.7% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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