-24.1%
RKT vs PODD
-30.2%
+6.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -4.9% |
| 7D | -7.5% | -4.4% | -3.1% | -6.3% |
| 30D | +26.6% | +8.1% | +18.5% | +23.7% |
| 3M | -2.4% | +2.9% | -5.3% | -3.5% |
| 6M | -7.4% | -5.7% | -1.6% | -6.9% |
| YTD | -29.2% | -47.5% | +18.3% | -15.6% |
| 1Y | -23.5% | -55.7% | +32.1% | -4.2% |
| 3Y | +73.9% | -3.7% | +77.7% | +59.3% |
| 5Y | -6.6% | -52.6% | +46.0% | +5.2% |
| All | -24.1% | -30.2% | +6.1% | -32.0% |
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