-22.2%
RKT vs GEN
+59.6%
-81.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.0% | -0.1% |
| 7D | +2.1% | -1.2% | +3.3% | +2.8% |
| 30D | +1.4% | +10.1% | -8.7% | -3.2% |
| 3M | +6.3% | +16.1% | -9.8% | -1.2% |
| 6M | -15.5% | +38.9% | -54.3% | -28.6% |
| YTD | -27.4% | +14.4% | -41.8% | -32.9% |
| 1Y | -26.6% | +5.9% | -32.4% | -29.4% |
| 3Y | +41.2% | +58.8% | -17.6% | +8.7% |
| 5Y | -6.4% | +24.7% | -31.1% | -22.2% |
| All | -22.2% | +59.6% | -81.8% | -41.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling