+36.9%
RKT vs MELI
+32.5%
+4.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.4% |
| 7D | -7.2% | -4.3% | -3.0% | -5.8% |
| 30D | -7.9% | -1.7% | -6.2% | -7.4% |
| 3M | +5.2% | +20.0% | -14.8% | -1.3% |
| 6M | -14.9% | +9.4% | -24.3% | -18.5% |
| YTD | -31.9% | -5.4% | -26.5% | -31.7% |
| 1Y | -36.9% | -18.8% | -18.0% | -34.1% |
| All | +36.9% | +32.5% | +4.4% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 3y: compounded portfolio wealth divided by compounded MELI 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…
3y analysis · Full analysis span regression · 6 months rolling