-10.4%
RKT vs BRKR
+65.8%
-76.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +12.9% | -4.2% | +5.4% |
| 7D | +29.7% | +2.9% | +26.8% | +28.3% |
| 30D | +28.5% | -0.1% | +28.6% | +27.9% |
| 3M | +6.4% | +26.9% | -20.5% | -2.0% |
| 6M | +7.1% | +75.6% | -68.5% | -19.7% |
| YTD | -22.5% | +35.8% | -58.3% | -35.6% |
| 1Y | -10.4% | +58.6% | -69.1% | -39.0% |
| All | -10.4% | +65.8% | -76.3% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling