-7.2%
RKT vs FLEX
+698.8%
-705.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.4% | -6.2% | -3.1% |
| 7D | +6.0% | +7.0% | -1.0% | +3.8% |
| 30D | +0.7% | -5.8% | +6.5% | +2.2% |
| 3M | +11.8% | -24.2% | +36.0% | +19.5% |
| 6M | -7.6% | +90.8% | -98.4% | -30.9% |
| YTD | -28.7% | +89.2% | -117.9% | -46.8% |
| 1Y | -32.6% | +104.7% | -137.3% | -52.0% |
| 3Y | +42.1% | +478.1% | -436.0% | -43.8% |
| 5Y | -7.2% | +726.2% | -733.4% | -71.9% |
| All | -7.2% | +698.8% | -705.9% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 5y: compounded portfolio wealth divided by compounded FLEX 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…
5y analysis · Full analysis span regression · 6 months rolling