-10.4%
RKT vs FCUV
-98.1%
+87.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -7.5% | +16.2% | +8.7% |
| 7D | +29.7% | -8.6% | +38.3% | +29.7% |
| 30D | +28.5% | -25.9% | +54.4% | +28.4% |
| 3M | +6.4% | -69.8% | +76.2% | +6.4% |
| 6M | +7.1% | -31.6% | +38.8% | +10.1% |
| YTD | -22.5% | -90.1% | +67.7% | -16.0% |
| 1Y | -10.4% | -98.0% | +87.5% | +0.1% |
| All | -10.4% | -98.1% | +87.7% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 1y: compounded portfolio wealth divided by compounded FCUV 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…
1y analysis · Full analysis span regression · 6 months rolling