-37.6%
RKT vs LUV
+27.4%
-65.0%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -1.0% |
| 7D | -6.3% | -1.0% | -5.3% | -5.7% |
| 30D | -6.2% | -12.4% | +6.2% | +1.6% |
| 3M | -1.9% | -11.0% | +9.1% | +5.6% |
| 6M | -13.0% | -5.0% | -8.0% | -10.2% |
| YTD | -31.9% | -3.8% | -28.1% | -28.5% |
| 1Y | -37.6% | +25.9% | -63.5% | -43.4% |
| All | -37.6% | +27.4% | -65.0% | -43.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling