+0.8%
RKT vs MET
+88.5%
-87.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.3% |
| 7D | -3.8% | 0.0% | -3.8% | -3.9% |
| 30D | +32.8% | +3.4% | +29.5% | +30.7% |
| 3M | +0.8% | +7.0% | -6.1% | -2.5% |
| 6M | -2.6% | +34.6% | -37.3% | -16.5% |
| YTD | -25.4% | +34.0% | -59.4% | -36.2% |
| 1Y | -19.1% | +35.9% | -55.0% | -31.3% |
| 3Y | +83.2% | +85.5% | -2.3% | +26.6% |
| 5Y | +0.8% | +87.8% | -86.9% | -33.3% |
| All | +0.8% | +88.5% | -87.7% | -33.3% |
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