-27.1%
RKT vs LUV
+28.5%
-55.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.7% |
| 7D | -6.3% | -1.0% | -5.3% | -5.9% |
| 30D | -6.2% | -12.4% | +6.2% | -0.9% |
| 3M | -1.9% | -11.0% | +9.1% | +3.2% |
| 6M | -13.0% | -5.0% | -8.0% | -10.7% |
| YTD | -31.9% | -3.8% | -28.1% | -30.6% |
| 1Y | -37.6% | +25.9% | -63.5% | -42.6% |
| 3Y | +36.8% | +42.2% | -5.4% | +13.1% |
| 5Y | -9.7% | -10.8% | +1.0% | -13.3% |
| All | -27.1% | +28.5% | -55.6% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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