-7.2%
RKT vs PODD
-53.4%
+46.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.5% | +1.7% | -0.8% |
| 7D | +6.0% | -4.1% | +10.1% | +7.3% |
| 30D | +0.7% | +0.8% | -0.1% | +0.3% |
| 3M | +11.8% | -6.1% | +17.9% | +12.8% |
| 6M | -7.6% | -40.0% | +32.3% | +5.6% |
| YTD | -28.7% | -49.9% | +21.3% | -14.1% |
| 1Y | -32.6% | -59.3% | +26.7% | -14.0% |
| 3Y | +42.1% | -17.2% | +59.3% | +35.6% |
| 5Y | -7.2% | -53.0% | +45.8% | +2.5% |
| All | -7.2% | -53.4% | +46.3% | +2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling