-37.6%
RKT vs OSCR
+64.1%
-101.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | -6.3% | +1.6% | -7.9% | -6.5% |
| 30D | -6.2% | +10.7% | -16.9% | -7.7% |
| 3M | -1.9% | +13.4% | -15.2% | -4.2% |
| 6M | -13.0% | +144.6% | -157.6% | -26.6% |
| YTD | -31.9% | +128.0% | -160.0% | -41.5% |
| 1Y | -37.6% | +68.7% | -106.2% | -48.0% |
| All | -37.6% | +64.1% | -101.7% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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