+95.3%
RKT vs IBB
+78.6%
+16.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.1% |
| 7D | +17.7% | -1.8% | +19.5% | +19.4% |
| 30D | +31.6% | +5.1% | +26.6% | +25.3% |
| 3M | +13.9% | +10.7% | +3.2% | +2.7% |
| 6M | +2.8% | +22.9% | -20.1% | -16.5% |
| YTD | -22.2% | +26.7% | -48.9% | -38.7% |
| 1Y | -3.5% | +35.1% | -38.6% | -28.4% |
| 3Y | +95.3% | +80.2% | +15.1% | -5.5% |
| All | +95.3% | +78.6% | +16.6% | -5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling