+104.2%
RKT vs CNP
+63.4%
+40.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.7% |
| 7D | +10.3% | -4.3% | +14.6% | +12.1% |
| 30D | +32.3% | +5.7% | +26.6% | +29.1% |
| 3M | +10.7% | +0.9% | +9.8% | +10.0% |
| 6M | -3.2% | -1.1% | -2.1% | -3.5% |
| YTD | -21.5% | +8.3% | -29.8% | -25.3% |
| 1Y | -6.0% | +5.9% | -11.9% | -9.7% |
| 3Y | +104.2% | +64.6% | +39.6% | +17.3% |
| All | +104.2% | +63.4% | +40.8% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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