-27.1%
RKT vs FCUV
-99.4%
+72.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.3% | -0.1% |
| 7D | -6.3% | -66.5% | +60.2% | -5.9% |
| 30D | -6.2% | +5.0% | -11.2% | -6.4% |
| 3M | -1.9% | +63.8% | -65.7% | -4.0% |
| 6M | -13.0% | -67.8% | +54.8% | -13.1% |
| YTD | -31.9% | -82.4% | +50.5% | -31.4% |
| 1Y | -37.6% | -94.7% | +57.2% | -36.1% |
| 3Y | +36.8% | -99.3% | +136.1% | +39.8% |
| 5Y | -9.7% | -99.9% | +90.1% | -6.2% |
| All | -27.1% | -99.4% | +72.3% | -18.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling