+81.3%
RKT vs CB
+74.1%
+7.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | -9.0% | +2.9% | -11.9% | -9.0% |
| 30D | +30.2% | +7.3% | +22.9% | +30.2% |
| 3M | -8.8% | +9.4% | -18.2% | -8.9% |
| 6M | -0.9% | +19.6% | -20.6% | -0.8% |
| YTD | -29.2% | +21.5% | -50.7% | -29.1% |
| 1Y | -20.1% | +28.0% | -48.1% | -20.2% |
| 3Y | +81.3% | +74.9% | +6.5% | +131.4% |
| All | +81.3% | +74.1% | +7.2% | +131.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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