-16.0%
RKT vs DAL
+254.5%
-270.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.3% | -4.4% | -1.2% |
| 7D | +10.3% | +10.0% | +0.3% | +6.2% |
| 30D | +32.3% | +12.0% | +20.3% | +26.6% |
| 3M | +10.7% | +0.8% | +9.9% | +10.3% |
| 6M | -3.2% | +26.2% | -29.4% | -10.8% |
| YTD | -21.5% | +33.7% | -55.2% | -29.2% |
| 1Y | -6.0% | +57.6% | -63.6% | -19.8% |
| 3Y | +104.2% | +183.5% | -79.3% | +33.5% |
| 5Y | +2.5% | +114.2% | -111.7% | -29.2% |
| All | -16.0% | +254.5% | -270.5% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling