+95.3%
RKT vs RACE
+28.1%
+67.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.3% |
| 7D | +17.7% | +5.1% | +12.6% | +15.2% |
| 30D | +31.6% | +7.7% | +23.9% | +27.6% |
| 3M | +13.9% | +2.2% | +11.7% | +12.9% |
| 6M | +2.8% | +23.8% | -21.0% | -5.3% |
| YTD | -22.2% | +13.9% | -36.1% | -26.6% |
| 1Y | -3.5% | +3.8% | -7.3% | -6.6% |
| 3Y | +95.3% | +28.0% | +67.2% | +45.1% |
| All | +95.3% | +28.1% | +67.2% | +45.1% |
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