-27.0%
RKT vs QXO
-54.3%
+27.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.7% |
| 7D | -7.2% | -8.7% | +1.4% | -7.0% |
| 30D | -7.9% | -21.0% | +13.1% | -7.2% |
| 3M | +5.2% | -18.4% | +23.6% | +5.9% |
| 6M | -14.9% | -43.0% | +28.1% | -13.5% |
| YTD | -31.9% | -36.3% | +4.4% | -30.9% |
| 1Y | -36.9% | -42.8% | +5.9% | -35.9% |
| 3Y | +35.7% | -45.8% | +81.5% | +28.1% |
| 5Y | -9.7% | -70.8% | +61.1% | -14.9% |
| All | -27.0% | -54.3% | +27.3% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 QXO 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