-9.7%
RKT vs LVS
+3.5%
-13.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.3% |
| 7D | -7.2% | -4.3% | -3.0% | -6.0% |
| 30D | -7.9% | -6.8% | -1.1% | -5.9% |
| 3M | +5.2% | -15.6% | +20.8% | +10.5% |
| 6M | -14.9% | -20.6% | +5.7% | -9.1% |
| YTD | -31.9% | -33.4% | +1.5% | -23.8% |
| 1Y | -36.9% | -20.1% | -16.7% | -33.3% |
| 3Y | +35.7% | -7.4% | +43.1% | +33.5% |
| 5Y | -9.7% | +8.5% | -18.2% | -20.2% |
| All | -9.7% | +3.5% | -13.2% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 2021-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded LVS 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling