-10.4%
RKT vs DOW
+50.2%
-60.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -3.2% | +11.9% | +8.3% |
| 7D | +29.7% | -4.2% | +33.9% | +29.1% |
| 30D | +28.5% | +14.7% | +13.8% | +30.4% |
| 3M | +6.4% | +9.1% | -2.7% | +7.4% |
| 6M | +7.1% | -17.7% | +24.8% | +9.7% |
| YTD | -22.5% | +44.6% | -67.1% | -39.7% |
| 1Y | -10.4% | +51.9% | -62.3% | -33.0% |
| All | -10.4% | +50.2% | -60.7% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling