+36.8%
RKT vs IEMG
+83.7%
-46.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -1.2% |
| 7D | -6.3% | -1.3% | -5.0% | -5.1% |
| 30D | -6.2% | +1.9% | -8.1% | -7.8% |
| 3M | -1.9% | +1.4% | -3.3% | -3.7% |
| 6M | -13.0% | +15.2% | -28.2% | -24.9% |
| YTD | -31.9% | +23.8% | -55.7% | -45.1% |
| 1Y | -37.6% | +30.7% | -68.2% | -52.2% |
| 3Y | +36.8% | +83.3% | -46.5% | -35.0% |
| All | +36.8% | +83.7% | -46.8% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEMG.
Daily Out/Under-Performance
Portfolio return minus IEMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEMG 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 IEMG 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