+81.3%
RKT vs CAPR
+239.1%
-157.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.9% | +6.9% | +0.1% |
| 7D | -9.0% | +5.9% | -14.9% | -9.0% |
| 30D | +30.2% | +44.6% | -14.4% | +29.6% |
| 3M | -8.8% | +126.4% | -135.2% | -9.7% |
| 6M | -0.9% | -68.6% | +67.6% | -0.7% |
| YTD | -29.2% | -67.0% | +37.8% | -29.1% |
| 1Y | -20.1% | +65.2% | -85.2% | -23.0% |
| 3Y | +81.3% | +235.6% | -154.2% | +25.5% |
| All | +81.3% | +239.1% | -157.8% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 3y: compounded portfolio wealth divided by compounded CAPR 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…
3y analysis · Full analysis span regression · 6 months rolling