-6.3%
RKT vs DAL
+106.7%
-113.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.9% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | +1.4% | -13.9% | +15.4% | +8.3% |
| 3M | +6.3% | +1.1% | +5.2% | +6.4% |
| 6M | -15.5% | +26.2% | -41.7% | -22.5% |
| YTD | -27.4% | +16.4% | -43.8% | -31.4% |
| 1Y | -26.6% | +33.9% | -60.4% | -34.5% |
| 3Y | +41.2% | +93.4% | -52.1% | +0.8% |
| All | -6.3% | +106.7% | -113.0% | -39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling