+95.3%
RKT vs FDX
+64.2%
+31.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.4% | +3.1% |
| 7D | +17.7% | -1.6% | +19.3% | +18.8% |
| 30D | +31.6% | +6.6% | +25.0% | +27.6% |
| 3M | +13.9% | -2.1% | +16.0% | +15.4% |
| 6M | +2.8% | +2.2% | +0.6% | +1.8% |
| YTD | -22.2% | +33.9% | -56.2% | -32.0% |
| 1Y | -3.5% | +50.2% | -53.8% | -19.8% |
| 3Y | +95.3% | +65.5% | +29.7% | +15.8% |
| All | +95.3% | +64.2% | +31.1% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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