-27.1%
RKT vs LYFT
-50.1%
+23.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.5% |
| 7D | -6.3% | -8.4% | +2.1% | -4.4% |
| 30D | -6.2% | -7.6% | +1.4% | -4.5% |
| 3M | -1.9% | +11.7% | -13.6% | -4.2% |
| 6M | -13.0% | +15.1% | -28.1% | -15.8% |
| YTD | -31.9% | -20.9% | -11.0% | -28.7% |
| 1Y | -37.6% | -16.4% | -21.2% | -35.8% |
| 3Y | +36.8% | +35.2% | +1.6% | +19.0% |
| 5Y | -9.7% | -69.4% | +59.6% | -12.7% |
| All | -27.1% | -50.1% | +23.1% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LYFT.
Daily Out/Under-Performance
Portfolio return minus LYFT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYFT 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 all: compounded portfolio wealth divided by compounded LYFT 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…
all analysis · Full analysis span regression · 6 months rolling