+81.3%
RKT vs EAT
+476.7%
-395.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -9.0% | -4.0% | -5.0% | -8.2% |
| 30D | +30.2% | -2.9% | +33.1% | +30.6% |
| 3M | -8.8% | -16.9% | +8.0% | -5.7% |
| 6M | -0.9% | +57.0% | -57.9% | -12.2% |
| YTD | -29.2% | +38.2% | -67.4% | -35.9% |
| 1Y | -20.1% | +69.3% | -89.3% | -30.9% |
| 3Y | +81.3% | +483.0% | -401.7% | -35.2% |
| All | +81.3% | +476.7% | -395.4% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 3y: compounded portfolio wealth divided by compounded EAT 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…
3y analysis · Full analysis span regression · 6 months rolling