-23.6%
RKT vs IBB
+53.4%
-77.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | +0.2% |
| 7D | +6.0% | -1.7% | +7.6% | +7.7% |
| 30D | +0.7% | +4.9% | -4.2% | -3.9% |
| 3M | +11.8% | +24.2% | -12.4% | -9.2% |
| 6M | -7.6% | +23.8% | -31.5% | -24.5% |
| YTD | -28.7% | +23.0% | -51.6% | -41.5% |
| 1Y | -32.6% | +46.2% | -78.7% | -53.0% |
| 3Y | +42.1% | +64.8% | -22.7% | -11.2% |
| 5Y | -7.2% | +20.9% | -28.1% | -30.8% |
| All | -23.6% | +53.4% | -77.0% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling