-24.1%
RKT vs BN
+146.1%
-170.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +1.2% |
| 7D | -9.0% | -1.0% | -8.0% | -8.3% |
| 30D | +30.2% | +14.0% | +16.2% | +18.3% |
| 3M | -8.8% | -9.0% | +0.2% | -1.9% |
| 6M | -0.9% | -8.8% | +7.9% | +7.1% |
| YTD | -29.2% | -10.3% | -18.9% | -22.6% |
| 1Y | -20.1% | -5.8% | -14.2% | -15.4% |
| 3Y | +81.3% | +94.8% | -13.5% | +8.5% |
| 5Y | -6.6% | +31.5% | -38.1% | -29.0% |
| All | -24.1% | +146.1% | -170.3% | -58.0% |
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