-27.0%
RKT vs MET
+211.3%
-238.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.2% |
| 7D | -7.2% | -2.5% | -4.8% | -6.4% |
| 30D | -7.9% | 0.0% | -7.9% | -7.9% |
| 3M | +5.2% | +13.1% | -7.9% | -0.1% |
| 6M | -14.9% | +39.0% | -53.9% | -25.2% |
| YTD | -31.9% | +25.2% | -57.1% | -38.0% |
| 1Y | -36.9% | +25.6% | -62.5% | -42.7% |
| 3Y | +35.7% | +67.1% | -31.4% | +9.5% |
| 5Y | -9.7% | +85.1% | -94.8% | -28.8% |
| All | -27.0% | +211.3% | -238.3% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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