-6.3%
RKT vs LII
+25.3%
-31.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.9% |
| 7D | +2.1% | -0.7% | +2.8% | +2.6% |
| 30D | +1.4% | -12.6% | +14.1% | +10.5% |
| 3M | +6.3% | -24.4% | +30.7% | +24.5% |
| 6M | -15.5% | -28.7% | +13.2% | +2.1% |
| YTD | -27.4% | -19.1% | -8.2% | -19.7% |
| 1Y | -26.6% | -29.7% | +3.1% | -11.8% |
| 3Y | +41.2% | +4.8% | +36.5% | +20.3% |
| All | -6.3% | +25.3% | -31.6% | -41.6% |
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