+63.1%
RKT vs KVUE
-20.6%
+83.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.5% | +0.7% | -1.8% |
| 7D | -1.0% | -7.2% | +6.3% | +1.0% |
| 30D | -2.4% | -5.7% | +3.3% | -0.8% |
| 3M | +1.9% | +0.2% | +1.7% | +2.2% |
| 6M | -13.9% | 0.0% | -13.9% | -13.6% |
| YTD | -30.6% | +6.5% | -37.1% | -31.3% |
| 1Y | -34.4% | -1.4% | -33.0% | -34.2% |
| 3Y | +38.2% | -5.6% | +43.8% | +36.7% |
| All | +63.1% | -20.6% | +83.7% | +56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling