-9.7%
RKT vs ETSY
-67.3%
+57.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.3% | -2.0% |
| 7D | -7.2% | -12.7% | +5.5% | -2.5% |
| 30D | -7.9% | -9.9% | +2.0% | -4.4% |
| 3M | +5.2% | +4.2% | +1.0% | +3.2% |
| 6M | -14.9% | +34.2% | -49.1% | -24.8% |
| YTD | -31.9% | +29.1% | -61.0% | -39.4% |
| 1Y | -36.9% | +23.8% | -60.7% | -43.8% |
| 3Y | +35.7% | +6.6% | +29.1% | +21.2% |
| 5Y | -9.7% | -67.0% | +57.3% | +4.9% |
| All | -9.7% | -67.3% | +57.7% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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