+95.3%
RKT vs D
+79.5%
+15.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.5% |
| 7D | +17.7% | +3.0% | +14.7% | +15.9% |
| 30D | +31.6% | +11.5% | +20.2% | +24.3% |
| 3M | +13.9% | +3.7% | +10.2% | +11.8% |
| 6M | +2.8% | +13.5% | -10.7% | -4.0% |
| YTD | -22.2% | +20.7% | -42.9% | -29.9% |
| 1Y | -3.5% | +18.2% | -21.8% | -12.3% |
| 3Y | +95.3% | +73.3% | +22.0% | +17.9% |
| All | +95.3% | +79.5% | +15.7% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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