-37.6%
RKT vs FIGR
-3.1%
-34.4%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.6% | +4.6% | +0.3% |
| 7D | -6.3% | -3.0% | -3.2% | -6.1% |
| 30D | -6.2% | +13.7% | -19.8% | -7.1% |
| 3M | -1.9% | +23.9% | -25.7% | -3.4% |
| 6M | -13.0% | -8.4% | -4.6% | -13.8% |
| YTD | -31.9% | -14.6% | -17.3% | -31.6% |
| 1Y | -37.6% | +12.1% | -49.7% | -36.0% |
| All | -37.6% | -3.1% | -34.4% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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