-23.6%
RKT vs ETSY
-45.5%
+21.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.8% | +3.0% | 0.0% |
| 7D | +6.0% | -10.9% | +16.9% | +10.5% |
| 30D | +0.7% | -14.9% | +15.5% | +6.5% |
| 3M | +11.8% | +5.8% | +6.0% | +9.0% |
| 6M | -7.6% | +29.1% | -36.7% | -17.2% |
| YTD | -28.7% | +31.3% | -60.0% | -36.9% |
| 1Y | -32.6% | +25.1% | -57.7% | -40.1% |
| 3Y | +42.1% | +8.5% | +33.6% | +26.1% |
| 5Y | -7.2% | -66.1% | +58.9% | +14.4% |
| All | -23.6% | -45.5% | +21.9% | -24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling