+18.3%
RKT vs CORZ
+225.9%
-207.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.7% | -2.4% |
| 7D | -1.0% | +7.6% | -8.6% | -1.8% |
| 30D | -2.4% | -6.9% | +4.5% | -1.8% |
| 3M | +1.9% | -33.0% | +34.9% | +5.5% |
| 6M | -13.9% | +19.3% | -33.2% | -16.7% |
| YTD | -30.6% | +24.2% | -54.9% | -33.1% |
| 1Y | -34.4% | +24.5% | -58.9% | -37.1% |
| All | +18.3% | +225.9% | -207.7% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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