-24.1%
RKT vs RRC
+590.6%
-614.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | -9.0% | +6.4% | -15.3% | -9.4% |
| 30D | +30.2% | +23.9% | +6.3% | +27.5% |
| 3M | -8.8% | +30.2% | -39.0% | -11.2% |
| 6M | -0.9% | +26.3% | -27.2% | -3.4% |
| YTD | -29.2% | +48.1% | -77.3% | -32.4% |
| 1Y | -20.1% | +37.7% | -57.7% | -23.1% |
| 3Y | +81.3% | +60.3% | +21.0% | +68.7% |
| 5Y | -6.6% | +135.3% | -141.9% | -16.6% |
| All | -24.1% | +590.6% | -614.7% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling