+95.3%
RKT vs MSCI
+33.6%
+61.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +2.3% |
| 7D | +17.7% | +2.8% | +14.8% | +16.8% |
| 30D | +31.6% | +15.4% | +16.2% | +26.8% |
| 3M | +13.9% | +13.4% | +0.5% | +10.1% |
| 6M | +2.8% | +10.9% | -8.1% | -0.2% |
| YTD | -22.2% | +13.0% | -35.2% | -25.5% |
| 1Y | -3.5% | +12.0% | -15.6% | -7.4% |
| 3Y | +95.3% | +34.1% | +61.2% | +47.8% |
| All | +95.3% | +33.6% | +61.7% | +47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling