+2.5%
RKT vs BUD
+51.0%
-48.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.5% | +0.1% |
| 7D | +10.3% | +1.3% | +9.0% | +9.5% |
| 30D | +32.3% | +10.0% | +22.3% | +25.7% |
| 3M | +10.7% | +1.6% | +9.1% | +9.7% |
| 6M | -3.2% | +6.5% | -9.7% | -6.8% |
| YTD | -21.5% | +34.8% | -56.4% | -33.5% |
| 1Y | -6.0% | +36.5% | -42.5% | -20.8% |
| 3Y | +104.2% | +49.0% | +55.3% | +59.1% |
| 5Y | +2.5% | +51.7% | -49.2% | -27.8% |
| All | +2.5% | +51.0% | -48.5% | -27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling