+1.7%
RKT vs GEN
+32.5%
-30.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.3% | +2.9% |
| 7D | +17.7% | +2.3% | +15.4% | +16.5% |
| 30D | +31.6% | +33.1% | -1.4% | +14.5% |
| 3M | +13.9% | +6.5% | +7.4% | +9.4% |
| 6M | +2.8% | +53.8% | -51.0% | -18.5% |
| YTD | -22.2% | +11.2% | -33.4% | -27.8% |
| 1Y | -3.5% | +19.4% | -22.9% | -13.6% |
| 3Y | +95.3% | +81.0% | +14.2% | +35.6% |
| All | +1.7% | +32.5% | -30.8% | -17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling