+39.4%
RKT vs FISV
-60.0%
+99.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.3% | +1.6% | -1.9% |
| 7D | -1.0% | -6.4% | +5.4% | +0.3% |
| 30D | -2.4% | -6.8% | +4.4% | -1.0% |
| 3M | +1.9% | -10.0% | +11.9% | +3.6% |
| 6M | -13.9% | -20.6% | +6.8% | -10.5% |
| YTD | -30.6% | -27.6% | -3.1% | -26.9% |
| 1Y | -34.4% | -64.3% | +30.0% | -23.7% |
| All | +39.4% | -60.0% | +99.4% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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