-27.0%
RKT vs PODD
-37.1%
+10.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.6% | -1.1% |
| 7D | -7.2% | -10.6% | +3.3% | -4.1% |
| 30D | -7.9% | -6.9% | -1.0% | -6.0% |
| 3M | +5.2% | -10.6% | +15.8% | +7.6% |
| 6M | -14.9% | -43.5% | +28.6% | -0.6% |
| YTD | -31.9% | -52.6% | +20.7% | -16.2% |
| 1Y | -36.9% | -60.1% | +23.2% | -18.5% |
| 3Y | +35.7% | -21.7% | +57.4% | +32.3% |
| 5Y | -9.7% | -54.6% | +44.9% | +2.6% |
| All | -27.0% | -37.1% | +10.0% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling