-37.6%
RKT vs KVUE
+1.1%
-38.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -6.3% | -5.1% | -1.1% | -4.3% |
| 30D | -6.2% | -6.3% | +0.1% | -3.7% |
| 3M | -1.9% | -0.5% | -1.4% | -1.1% |
| 6M | -13.0% | +3.1% | -16.1% | -13.2% |
| YTD | -31.9% | +6.7% | -38.6% | -32.4% |
| 1Y | -37.6% | -1.1% | -36.4% | -38.5% |
| All | -37.6% | +1.1% | -38.7% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 1y: compounded portfolio wealth divided by compounded KVUE 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…
1y analysis · Full analysis span regression · 6 months rolling