-10.4%
RKT vs CHTR
-46.1%
+35.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +5.7% | +3.0% | +7.4% |
| 7D | +29.7% | +14.1% | +15.6% | +26.3% |
| 30D | +28.5% | +11.6% | +16.9% | +25.6% |
| 3M | +6.4% | -21.4% | +27.8% | +9.9% |
| 6M | +7.1% | -27.3% | +34.4% | +10.3% |
| YTD | -22.5% | -42.4% | +19.9% | -14.8% |
| 1Y | -10.4% | -45.6% | +35.1% | +1.9% |
| All | -10.4% | -46.1% | +35.6% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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