-25.7%
RKT vs BUD
+56.3%
-82.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -1.9% |
| 7D | -1.0% | -1.3% | +0.4% | -0.4% |
| 30D | -2.4% | -6.1% | +3.8% | +0.1% |
| 3M | +1.9% | -3.8% | +5.6% | +3.3% |
| 6M | -13.9% | +8.2% | -22.0% | -16.6% |
| YTD | -30.6% | +23.6% | -54.2% | -36.3% |
| 1Y | -34.4% | +33.4% | -67.8% | -41.5% |
| 3Y | +38.2% | +45.3% | -7.1% | +17.5% |
| 5Y | -9.7% | +44.3% | -53.9% | -24.5% |
| All | -25.7% | +56.3% | -82.0% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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