-19.1%
RKT vs LII
-27.8%
+8.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.5% |
| 7D | -3.8% | -2.3% | -1.5% | -2.5% |
| 30D | +32.8% | -1.7% | +34.5% | +33.7% |
| 3M | +0.8% | -18.3% | +19.1% | +12.4% |
| 6M | -2.6% | -32.3% | +29.7% | +16.9% |
| YTD | -25.4% | -27.1% | +1.7% | -16.9% |
| 1Y | -19.1% | -27.2% | +8.1% | -9.5% |
| All | -19.1% | -27.8% | +8.7% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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