+0.8%
RKT vs GRMN
+126.9%
-126.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -1.1% |
| 7D | -3.8% | +1.7% | -5.5% | -4.7% |
| 30D | +32.8% | +10.2% | +22.7% | +25.8% |
| 3M | +0.8% | -4.7% | +5.5% | +3.3% |
| 6M | -2.6% | +22.3% | -24.9% | -14.1% |
| YTD | -25.4% | +46.7% | -72.1% | -41.0% |
| 1Y | -19.1% | +49.6% | -68.8% | -36.7% |
| 3Y | +83.2% | +165.3% | -82.1% | -17.3% |
| 5Y | +0.8% | +130.3% | -129.5% | -54.8% |
| All | +0.8% | +126.9% | -126.1% | -54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling