+2.8%
RKT vs P
+29.5%
-26.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -1.9% | +1.8% |
| 7D | +17.7% | -23.8% | +41.5% | +16.4% |
| 30D | +31.6% | -36.6% | +68.3% | +30.8% |
| 3M | +13.9% | +10.9% | +3.0% | +10.2% |
| 6M | +2.8% | +30.0% | -27.2% | -1.3% |
| All | +2.8% | +29.5% | -26.7% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 6mo: compounded portfolio wealth divided by compounded P 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…
6mo analysis · Full analysis span regression · 6 months rolling