-25.7%
RKT vs REPL
-32.2%
+6.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -2.7% |
| 7D | -1.0% | -9.6% | +8.6% | -0.7% |
| 30D | -2.4% | +5.7% | -8.1% | -2.6% |
| 3M | +1.9% | +56.4% | -54.5% | -0.8% |
| 6M | -13.9% | +67.4% | -81.3% | -19.3% |
| YTD | -30.6% | +48.7% | -79.3% | -34.8% |
| 1Y | -34.4% | +148.3% | -182.6% | -41.4% |
| 3Y | +38.2% | -26.7% | +64.9% | +19.1% |
| 5Y | -9.7% | -54.1% | +44.5% | -23.3% |
| All | -25.7% | -32.2% | +6.5% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded REPL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling