-5.4%
RKT vs DAL
+110.1%
-115.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -9.0% | -1.1% | -7.9% | -8.5% |
| 30D | +30.2% | +12.8% | +17.4% | +23.3% |
| 3M | -8.8% | -5.3% | -3.6% | -6.6% |
| 6M | -0.9% | +22.4% | -23.3% | -8.6% |
| YTD | -29.2% | +25.6% | -54.8% | -35.5% |
| 1Y | -20.1% | +45.5% | -65.6% | -31.2% |
| 3Y | +81.3% | +161.0% | -79.6% | +9.3% |
| All | -5.4% | +110.1% | -115.5% | -39.2% |
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 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