+81.3%
RKT vs OMC
+29.7%
+51.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.6% |
| 7D | -9.0% | +1.9% | -10.8% | -9.7% |
| 30D | +30.2% | +12.2% | +18.0% | +24.3% |
| 3M | -8.8% | +0.6% | -9.4% | -9.2% |
| 6M | -0.9% | +21.0% | -21.9% | -8.5% |
| YTD | -29.2% | +12.4% | -41.5% | -32.8% |
| 1Y | -20.1% | +25.4% | -45.5% | -28.7% |
| 3Y | +81.3% | +29.2% | +52.1% | +15.8% |
| All | +81.3% | +29.7% | +51.7% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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