-32.6%
RKT vs BUD
+35.5%
-68.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.3% |
| 7D | +6.0% | +0.8% | +5.2% | +5.5% |
| 30D | +0.7% | -4.8% | +5.5% | +3.5% |
| 3M | +11.8% | +1.4% | +10.5% | +9.6% |
| 6M | -7.6% | +9.9% | -17.5% | -14.8% |
| YTD | -28.7% | +26.3% | -55.0% | -38.6% |
| 1Y | -32.6% | +36.1% | -68.7% | -44.2% |
| All | -32.6% | +35.5% | -68.1% | -44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling