+104.2%
RKT vs COMP
+431.5%
-327.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.7% | -4.8% | -1.4% |
| 7D | +10.3% | +14.5% | -4.2% | +4.1% |
| 30D | +32.3% | +14.9% | +17.4% | +24.5% |
| 3M | +10.7% | -14.2% | +24.9% | +16.8% |
| 6M | -3.2% | +23.7% | -26.9% | -11.4% |
| YTD | -21.5% | +2.1% | -23.6% | -24.4% |
| 1Y | -6.0% | +26.2% | -32.2% | -16.1% |
| 3Y | +104.2% | +470.9% | -366.7% | -14.6% |
| All | +104.2% | +431.5% | -327.3% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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