-7.2%
RKT vs GEN
+22.3%
-29.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +1.0% | -0.4% |
| 7D | +6.0% | -0.7% | +6.7% | +6.4% |
| 30D | +0.7% | +2.6% | -2.0% | -0.7% |
| 3M | +11.8% | +15.8% | -4.0% | +3.9% |
| 6M | -7.6% | +33.1% | -40.8% | -20.6% |
| YTD | -28.7% | +11.3% | -40.0% | -33.2% |
| 1Y | -32.6% | +1.7% | -34.2% | -33.9% |
| 3Y | +42.1% | +58.1% | -16.0% | +8.1% |
| 5Y | -7.2% | +20.6% | -27.8% | -22.7% |
| All | -7.2% | +22.3% | -29.5% | -22.7% |
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