+81.3%
RKT vs CI
+7.2%
+74.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -9.0% | +1.2% | -10.1% | -9.1% |
| 30D | +30.2% | +2.6% | +27.6% | +29.8% |
| 3M | -8.8% | +7.4% | -16.3% | -9.8% |
| 6M | -0.9% | -0.1% | -0.8% | -1.1% |
| YTD | -29.2% | +9.7% | -38.9% | -30.6% |
| 1Y | -20.1% | +12.1% | -32.2% | -22.0% |
| 3Y | +81.3% | +7.0% | +74.3% | +84.1% |
| All | +81.3% | +7.2% | +74.2% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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