+81.3%
RKT vs FND
-39.5%
+120.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +1.5% |
| 7D | -9.0% | -6.8% | -2.1% | -4.6% |
| 30D | +30.2% | +8.0% | +22.2% | +23.2% |
| 3M | -8.8% | -18.9% | +10.1% | +4.1% |
| 6M | -0.9% | +4.7% | -5.6% | -4.7% |
| YTD | -29.2% | -21.6% | -7.6% | -18.8% |
| 1Y | -20.1% | -22.0% | +2.0% | -8.0% |
| 3Y | +81.3% | -40.4% | +121.8% | +109.9% |
| All | +81.3% | -39.5% | +120.9% | +109.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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