+23.8%
RKT vs CORZ
+222.3%
-198.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.1% |
| 7D | +2.1% | +8.4% | -6.3% | +1.2% |
| 30D | +1.4% | -17.8% | +19.3% | +3.4% |
| 3M | +6.3% | -35.9% | +42.2% | +10.6% |
| 6M | -15.5% | +12.9% | -28.4% | -17.7% |
| YTD | -27.4% | +22.9% | -50.2% | -29.9% |
| 1Y | -26.6% | +31.4% | -57.9% | -30.0% |
| All | +23.8% | +222.3% | -198.5% | -6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling