-25.7%
RKT vs DLTR
+23.6%
-49.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.6% | +1.8% | -1.6% |
| 7D | -1.0% | -10.2% | +9.3% | +1.8% |
| 30D | -2.4% | -8.5% | +6.1% | -0.3% |
| 3M | +1.9% | +5.6% | -3.7% | +0.4% |
| 6M | -13.9% | +2.2% | -16.0% | -14.9% |
| YTD | -30.6% | -3.8% | -26.9% | -30.6% |
| 1Y | -34.4% | +22.9% | -57.3% | -38.0% |
| 3Y | +38.2% | +2.0% | +36.1% | +33.7% |
| 5Y | -9.7% | +29.8% | -39.5% | -8.2% |
| All | -25.7% | +23.6% | -49.3% | -28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling