-25.7%
RKT vs GEN
+54.9%
-80.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | -1.0% | -2.9% | +1.9% | +0.5% |
| 30D | -2.4% | +2.1% | -4.5% | -3.4% |
| 3M | +1.9% | +19.7% | -17.8% | -6.5% |
| 6M | -13.9% | +33.3% | -47.1% | -25.7% |
| YTD | -30.6% | +11.1% | -41.7% | -34.9% |
| 1Y | -34.4% | +3.0% | -37.4% | -36.0% |
| 3Y | +38.2% | +57.9% | -19.7% | +6.7% |
| 5Y | -9.7% | +20.6% | -30.3% | -23.7% |
| All | -25.7% | +54.9% | -80.6% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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