-10.4%
RKT vs GRMN
+40.7%
-51.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +6.5% | +2.2% | +5.3% |
| 7D | +29.7% | +6.1% | +23.6% | +25.7% |
| 30D | +28.5% | +1.3% | +27.2% | +27.4% |
| 3M | +6.4% | -5.6% | +11.9% | +9.3% |
| 6M | +7.1% | +22.2% | -15.1% | -6.0% |
| YTD | -22.5% | +44.3% | -66.7% | -39.6% |
| 1Y | -10.4% | +43.1% | -53.5% | -28.5% |
| All | -10.4% | +40.7% | -51.1% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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