+81.3%
RKT vs RGEN
+14.3%
+67.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.5% | -1.5% | -3.8% |
| 7D | -7.5% | -1.2% | -6.3% | -7.0% |
| 30D | +26.6% | -5.1% | +31.7% | +28.2% |
| 3M | -2.4% | +0.5% | -2.9% | -4.4% |
| 6M | -7.4% | +46.6% | -53.9% | -22.0% |
| YTD | -29.2% | +1.6% | -30.8% | -32.1% |
| 1Y | -23.5% | +5.4% | -28.9% | -27.5% |
| All | +81.3% | +14.3% | +67.0% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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