-5.4%
RKT vs EAT
+363.9%
-369.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -9.0% | -4.0% | -5.0% | -7.8% |
| 30D | +30.2% | -2.9% | +33.1% | +30.7% |
| 3M | -8.8% | -16.9% | +8.0% | -4.5% |
| 6M | -0.9% | +57.0% | -57.9% | -16.0% |
| YTD | -29.2% | +38.2% | -67.4% | -38.3% |
| 1Y | -20.1% | +69.3% | -89.3% | -35.0% |
| 3Y | +81.3% | +483.0% | -401.7% | -19.4% |
| All | -5.4% | +363.9% | -369.3% | -58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling