-15.4%
RKT vs GEN
+18.5%
-33.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.7% | -5.6% | -5.2% |
| 7D | +4.6% | +1.0% | +3.6% | +4.2% |
| 30D | +25.9% | +29.1% | -3.2% | +13.9% |
| 3M | +5.0% | +2.9% | +2.1% | +3.9% |
| 6M | -7.9% | +33.6% | -41.5% | -18.5% |
| YTD | -25.4% | +12.0% | -37.4% | -25.0% |
| 1Y | -15.4% | +16.2% | -31.6% | -18.9% |
| All | -15.4% | +18.5% | -33.9% | -18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling