-9.7%
RKT vs MET
+82.9%
-92.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | -1.0% | -0.8% | -0.2% | -0.6% |
| 30D | -2.4% | -1.4% | -1.0% | -1.7% |
| 3M | +1.9% | +12.5% | -10.6% | -4.3% |
| 6M | -13.9% | +37.1% | -50.9% | -26.4% |
| YTD | -30.6% | +23.8% | -54.4% | -38.1% |
| 1Y | -34.4% | +24.1% | -58.5% | -41.6% |
| 3Y | +38.2% | +65.2% | -27.0% | +2.8% |
| 5Y | -9.7% | +82.3% | -91.9% | -38.3% |
| All | -9.7% | +82.9% | -92.6% | -38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling