+91.0%
RKT vs FOXA
+135.4%
-44.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | -3.8% | -2.4% | -1.4% | -3.2% |
| 30D | +32.8% | +8.6% | +24.2% | +30.0% |
| 3M | +0.8% | +9.9% | -9.0% | -1.8% |
| 6M | -2.6% | +0.8% | -3.5% | -4.4% |
| YTD | -25.4% | -6.1% | -19.3% | -25.3% |
| 1Y | -19.1% | +3.3% | -22.4% | -22.1% |
| All | +91.0% | +135.4% | -44.4% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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