-11.4%
RKT vs BRKR
-39.7%
+28.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | 0.0% |
| 7D | -6.3% | -8.7% | +2.4% | -3.4% |
| 30D | -6.2% | -9.9% | +3.7% | -3.1% |
| 3M | -1.9% | -3.1% | +1.2% | -3.0% |
| 6M | -13.0% | +45.5% | -58.5% | -26.5% |
| YTD | -31.9% | +13.7% | -45.6% | -37.8% |
| 1Y | -37.6% | +67.4% | -105.0% | -50.4% |
| 3Y | +36.8% | -13.2% | +50.0% | +29.3% |
| All | -11.4% | -39.7% | +28.3% | -15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling