-20.1%
RKT vs Q
+29.7%
-49.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +1.0% |
| 7D | -9.0% | +1.2% | -10.1% | -9.3% |
| 30D | +30.2% | -2.7% | +32.9% | +30.2% |
| 3M | -8.8% | -16.9% | +8.1% | -3.9% |
| 6M | -0.9% | -26.9% | +25.9% | +7.7% |
| YTD | -29.2% | +45.2% | -74.4% | -42.0% |
| 1Y | -20.1% | +38.1% | -58.2% | -33.4% |
| All | -20.1% | +29.7% | -49.7% | -33.4% |
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