+95.3%
RKT vs FE
+42.7%
+52.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.3% |
| 7D | +17.7% | -1.0% | +18.7% | +18.3% |
| 30D | +31.6% | +4.1% | +27.5% | +29.2% |
| 3M | +13.9% | -1.0% | +14.9% | +14.4% |
| 6M | +2.8% | +4.0% | -1.2% | +0.8% |
| YTD | -22.2% | +6.8% | -29.0% | -24.7% |
| 1Y | -3.5% | +5.3% | -8.8% | -6.1% |
| 3Y | +95.3% | +44.6% | +50.7% | +34.6% |
| All | +95.3% | +42.7% | +52.6% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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