+42.1%
RKT vs GRMN
+182.7%
-140.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | +6.0% | +0.2% | +5.8% | +5.9% |
| 30D | +0.7% | -11.3% | +12.0% | +5.6% |
| 3M | +11.8% | +17.7% | -5.9% | +4.3% |
| 6M | -7.6% | +14.2% | -21.8% | -12.7% |
| YTD | -28.7% | +37.0% | -65.7% | -37.0% |
| 1Y | -32.6% | +17.0% | -49.6% | -37.3% |
| 3Y | +42.1% | +183.2% | -141.1% | -12.2% |
| All | +42.1% | +182.7% | -140.6% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling