+2.8%
RKT vs Q
-20.9%
+23.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.3% | -4.7% | +0.6% |
| 7D | +17.7% | +0.3% | +17.4% | +17.5% |
| 30D | +31.6% | -9.8% | +41.4% | +34.1% |
| 3M | +13.9% | -12.2% | +26.1% | +16.6% |
| 6M | +2.8% | -21.6% | +24.4% | +4.2% |
| All | +2.8% | -20.9% | +23.7% | +4.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling