+81.3%
RKT vs BND
+14.0%
+67.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.8% |
| 7D | -9.0% | -1.4% | -7.5% | -0.4% |
| 30D | +30.2% | +0.6% | +29.6% | +26.8% |
| 3M | -8.8% | -1.6% | -7.2% | +1.6% |
| 6M | -0.9% | -1.5% | +0.6% | +12.4% |
| YTD | -29.2% | -1.5% | -27.7% | -18.8% |
| 1Y | -20.1% | -1.1% | -19.0% | -10.0% |
| 3Y | +81.3% | +13.6% | +67.7% | +5.3% |
| All | +81.3% | +14.0% | +67.3% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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