-42.9%
RKT vs OSCR
-11.8%
-31.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.8% | +1.0% | -2.1% |
| 7D | -1.0% | +4.7% | -5.7% | -1.7% |
| 30D | -2.4% | +14.8% | -17.2% | -4.7% |
| 3M | +1.9% | +16.7% | -14.8% | -1.2% |
| 6M | -13.9% | +127.5% | -141.4% | -26.3% |
| YTD | -30.6% | +121.0% | -151.6% | -40.4% |
| 1Y | -34.4% | +58.4% | -92.8% | -41.5% |
| 3Y | +38.2% | +392.4% | -354.2% | -8.6% |
| 5Y | -9.7% | +80.5% | -90.1% | -36.9% |
| All | -42.9% | -11.8% | -31.2% | -50.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling