+1.7%
RKT vs LII
+19.9%
-18.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +2.9% |
| 7D | +17.7% | -0.6% | +18.3% | +18.3% |
| 30D | +31.6% | -4.6% | +36.2% | +35.3% |
| 3M | +13.9% | -21.2% | +35.1% | +32.2% |
| 6M | +2.8% | -36.4% | +39.2% | +34.2% |
| YTD | -22.2% | -28.9% | +6.7% | -6.8% |
| 1Y | -3.5% | -29.5% | +26.0% | +16.2% |
| 3Y | +95.3% | -8.6% | +103.8% | +81.0% |
| All | +1.7% | +19.9% | -18.2% | -35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling