+81.3%
RKT vs CASY
+161.8%
-80.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -9.0% | +3.6% | -12.5% | -9.4% |
| 30D | +30.2% | +9.1% | +21.1% | +28.6% |
| 3M | -8.8% | -16.5% | +7.7% | -6.7% |
| 6M | -0.9% | -19.7% | +18.8% | +2.8% |
| YTD | -29.2% | +29.3% | -58.4% | -36.2% |
| 1Y | -20.1% | +33.1% | -53.2% | -28.5% |
| 3Y | +81.3% | +158.5% | -77.2% | +35.2% |
| All | +81.3% | +161.8% | -80.5% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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