+81.3%
RKT vs JD
+17.9%
+63.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.3% |
| 7D | -9.0% | -4.1% | -4.8% | -8.3% |
| 30D | +30.2% | +4.6% | +25.6% | +29.2% |
| 3M | -8.8% | -4.7% | -4.1% | -8.2% |
| 6M | -0.9% | -17.4% | +16.4% | +1.9% |
| YTD | -29.2% | +0.7% | -29.9% | -29.9% |
| 1Y | -20.1% | -5.9% | -14.2% | -19.9% |
| 3Y | +81.3% | +18.9% | +62.5% | +68.8% |
| All | +81.3% | +17.9% | +63.5% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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