-9.7%
RKT vs FCEL
-90.4%
+80.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.7% | +3.9% | -1.8% |
| 7D | -1.0% | +15.1% | -16.0% | -3.3% |
| 30D | -2.4% | -16.4% | +14.0% | -0.9% |
| 3M | +1.9% | -5.3% | +7.2% | -2.6% |
| 6M | -13.9% | +124.5% | -138.4% | -33.0% |
| YTD | -30.6% | +126.7% | -157.3% | -46.9% |
| 1Y | -34.4% | +219.9% | -254.2% | -55.4% |
| 3Y | +38.2% | -61.6% | +99.8% | +33.5% |
| 5Y | -9.7% | -90.5% | +80.9% | +14.2% |
| All | -9.7% | -90.4% | +80.7% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL 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 FCEL 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