-10.4%
RKT vs MKSI
+40.1%
-50.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -5.0% | +13.7% | +9.5% |
| 7D | +29.7% | -10.7% | +40.4% | +32.0% |
| 30D | +28.5% | -30.5% | +59.0% | +37.9% |
| 3M | +6.4% | -39.2% | +45.5% | +17.4% |
| 6M | +7.1% | -33.0% | +40.2% | +10.0% |
| YTD | -22.5% | +22.3% | -44.8% | -32.2% |
| 1Y | -10.4% | +42.7% | -53.1% | -21.5% |
| All | -10.4% | +40.1% | -50.5% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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