+42.1%
RKT vs MET
+66.4%
-24.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -0.8% |
| 7D | +6.0% | +1.1% | +4.8% | +5.5% |
| 30D | +0.7% | -2.3% | +3.0% | +1.7% |
| 3M | +11.8% | +13.9% | -2.1% | +5.0% |
| 6M | -7.6% | +34.8% | -42.4% | -19.7% |
| YTD | -28.7% | +23.5% | -52.2% | -35.9% |
| 1Y | -32.6% | +23.4% | -56.0% | -39.4% |
| 3Y | +42.1% | +64.9% | -22.8% | -6.0% |
| All | +42.1% | +66.4% | -24.3% | -6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling