-22.2%
RKT vs PODD
-31.1%
+8.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.5% |
| 7D | +2.1% | +1.6% | +0.5% | +1.6% |
| 30D | +1.4% | +10.7% | -9.2% | -1.8% |
| 3M | +6.3% | +0.7% | +5.5% | +4.9% |
| 6M | -15.5% | -39.3% | +23.8% | -3.3% |
| YTD | -27.4% | -48.1% | +20.7% | -13.0% |
| 1Y | -26.6% | -57.4% | +30.9% | -7.0% |
| 3Y | +41.2% | -23.3% | +64.5% | +39.4% |
| 5Y | -6.4% | -51.3% | +44.8% | +4.2% |
| All | -22.2% | -31.1% | +8.9% | -30.0% |
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