-26.6%
RKT vs MSCI
+4.9%
-31.5%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | +2.1% | +0.4% | +1.7% | +2.0% |
| 30D | +1.4% | +0.6% | +0.9% | +1.4% |
| 3M | +6.3% | -7.1% | +13.4% | +6.9% |
| 6M | -15.5% | +0.8% | -16.3% | -15.5% |
| YTD | -27.4% | +1.0% | -28.4% | -28.4% |
| 1Y | -26.6% | +4.3% | -30.9% | -26.8% |
| All | -26.6% | +4.9% | -31.5% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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