-10.4%
RKT vs GNRC
+17.5%
-28.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -9.5% | +18.2% | +9.8% |
| 7D | +29.7% | -6.0% | +35.7% | +30.3% |
| 30D | +28.5% | -12.0% | +40.5% | +30.3% |
| 3M | +6.4% | -13.4% | +19.8% | +8.4% |
| 6M | +7.1% | -26.4% | +33.5% | +11.9% |
| YTD | -22.5% | +38.8% | -61.3% | -32.0% |
| 1Y | -10.4% | +20.9% | -31.3% | -16.6% |
| All | -10.4% | +17.5% | -28.0% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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