-20.1%
RKT vs LSCC
+293.4%
-313.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.4% | -10.4% | -2.9% |
| 7D | -3.8% | +14.5% | -18.3% | -7.7% |
| 30D | +32.8% | -0.1% | +32.9% | +31.1% |
| 3M | +0.8% | -2.7% | +3.5% | -0.5% |
| 6M | -2.6% | -4.8% | +2.2% | -4.9% |
| YTD | -25.4% | +66.9% | -92.3% | -39.6% |
| 1Y | -19.1% | +85.8% | -104.9% | -36.7% |
| 3Y | +83.2% | +115.6% | -32.4% | +25.9% |
| 5Y | +0.8% | +48.8% | -48.0% | -30.0% |
| All | -20.1% | +293.4% | -313.5% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 10y: compounded portfolio wealth divided by compounded LSCC 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…
10y analysis · Full analysis span regression · 6 months rolling