+81.3%
RKT vs KEY
+126.3%
-44.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.5% | -4.8% |
| 7D | -7.5% | +1.8% | -9.3% | -8.4% |
| 30D | +26.6% | +7.1% | +19.5% | +21.8% |
| 3M | -2.4% | -5.9% | +3.5% | +0.9% |
| 6M | -7.4% | +2.2% | -9.6% | -8.3% |
| YTD | -29.2% | +6.4% | -35.6% | -31.3% |
| 1Y | -23.5% | +24.8% | -48.3% | -31.5% |
| All | +81.3% | +126.3% | -44.9% | -5.1% |
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