-26.6%
RKT vs MGY
+15.5%
-42.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -1.7% |
| 7D | +2.1% | +2.1% | 0.0% | +3.0% |
| 30D | +1.4% | +13.8% | -12.4% | +6.9% |
| 3M | +6.3% | -4.3% | +10.6% | +6.9% |
| 6M | -15.5% | -5.1% | -10.4% | -16.4% |
| YTD | -27.4% | +24.8% | -52.2% | -31.7% |
| 1Y | -26.6% | +11.8% | -38.4% | -31.1% |
| All | -26.6% | +15.5% | -42.1% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 1y: compounded portfolio wealth divided by compounded MGY 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…
1y analysis · Full analysis span regression · 6 months rolling