-9.7%
RKT vs DLTR
+29.9%
-39.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | -7.2% | -9.4% | +2.2% | -4.6% |
| 30D | -7.9% | -7.3% | -0.6% | -6.0% |
| 3M | +5.2% | +7.6% | -2.4% | +2.9% |
| 6M | -14.9% | +1.6% | -16.5% | -15.9% |
| YTD | -31.9% | -3.5% | -28.3% | -31.9% |
| 1Y | -36.9% | +20.0% | -56.9% | -40.5% |
| 3Y | +35.7% | +2.3% | +33.4% | +31.2% |
| 5Y | -9.7% | +31.5% | -41.2% | -5.7% |
| All | -9.7% | +29.9% | -39.5% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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