-9.7%
RKT vs BND
-2.6%
-7.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | +0.8% |
| 7D | -7.2% | -0.9% | -6.3% | -3.7% |
| 30D | -7.9% | -1.0% | -6.9% | -3.9% |
| 3M | +5.2% | -1.2% | +6.4% | +12.1% |
| 6M | -14.9% | -2.0% | -12.9% | -5.4% |
| YTD | -31.9% | -1.2% | -30.7% | -26.3% |
| 1Y | -36.9% | -0.5% | -36.4% | -33.4% |
| 3Y | +35.7% | +12.4% | +23.3% | +1.3% |
| 5Y | -9.7% | -2.5% | -7.2% | -15.9% |
| All | -9.7% | -2.6% | -7.1% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling