-20.0%
RKT vs PODD
-30.8%
+10.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.2% | -3.7% | -4.5% |
| 7D | +4.6% | -4.4% | +9.0% | +6.0% |
| 30D | +25.9% | +9.4% | +16.4% | +22.4% |
| 3M | +5.0% | +3.6% | +1.4% | +3.7% |
| 6M | -7.9% | -4.0% | -3.9% | -8.0% |
| YTD | -25.4% | -47.9% | +22.5% | -10.8% |
| 1Y | -15.4% | -53.8% | +38.4% | +4.7% |
| 3Y | +83.3% | -4.5% | +87.9% | +68.4% |
| 5Y | -0.8% | -51.9% | +51.1% | +11.2% |
| All | -20.0% | -30.8% | +10.8% | -28.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling