+91.0%
RKT vs RACE
+26.1%
+64.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -3.8% | -3.9% | +0.1% | -2.1% |
| 30D | +32.8% | +6.8% | +26.0% | +29.2% |
| 3M | +0.8% | +1.3% | -0.5% | +0.3% |
| 6M | -2.6% | +26.3% | -28.9% | -10.9% |
| YTD | -25.4% | +13.8% | -39.2% | -29.5% |
| 1Y | -19.1% | -0.5% | -18.7% | -20.8% |
| All | +91.0% | +26.1% | +64.9% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling