+39.4%
RKT vs EXE
+17.8%
+21.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -3.0% |
| 7D | -1.0% | -2.7% | +1.8% | -1.3% |
| 30D | -2.4% | -0.4% | -2.0% | -2.4% |
| 3M | +1.9% | +9.5% | -7.6% | +3.2% |
| 6M | -13.9% | -9.3% | -4.5% | -14.0% |
| YTD | -30.6% | -10.9% | -19.7% | -30.5% |
| 1Y | -34.4% | +4.3% | -38.7% | -33.6% |
| All | +39.4% | +17.8% | +21.6% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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