+36.9%
RKT vs KR
+30.0%
+6.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -1.7% |
| 7D | -7.2% | -2.7% | -4.6% | -7.6% |
| 30D | -7.9% | +1.9% | -9.8% | -7.6% |
| 3M | +5.2% | -11.0% | +16.2% | +3.2% |
| 6M | -14.9% | -20.2% | +5.3% | -17.6% |
| YTD | -31.9% | -7.3% | -24.6% | -33.1% |
| 1Y | -36.9% | -13.1% | -23.8% | -38.2% |
| All | +36.9% | +30.0% | +6.9% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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