+95.3%
RKT vs KEY
+106.2%
-11.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.9% |
| 7D | +17.7% | -1.3% | +18.9% | +18.6% |
| 30D | +31.6% | +5.1% | +26.5% | +28.0% |
| 3M | +13.9% | -7.1% | +21.0% | +18.8% |
| 6M | +2.8% | -4.4% | +7.2% | +5.6% |
| YTD | -22.2% | +4.0% | -26.2% | -23.6% |
| 1Y | -3.5% | +23.4% | -26.9% | -13.1% |
| 3Y | +95.3% | +113.9% | -18.6% | +3.6% |
| All | +95.3% | +106.2% | -11.0% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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