-22.6%
RKT vs Q
+71.3%
-93.9%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.8% |
| 7D | +2.1% | +0.2% | +1.9% | +2.0% |
| 30D | +1.4% | -11.1% | +12.6% | +5.8% |
| 3M | +6.3% | -22.1% | +28.4% | +14.5% |
| 6M | -15.5% | +0.5% | -15.9% | -20.1% |
| YTD | -27.4% | +47.8% | -75.2% | -41.8% |
| All | -22.6% | +71.3% | -93.9% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling