-7.2%
RKT vs RRC
+153.5%
-160.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | +6.0% | -1.2% | +7.2% | +6.1% |
| 30D | +0.7% | +9.4% | -8.8% | -0.5% |
| 3M | +11.8% | +7.4% | +4.4% | +10.6% |
| 6M | -7.6% | +1.5% | -9.1% | -8.3% |
| YTD | -28.7% | +19.4% | -48.1% | -31.2% |
| 1Y | -32.6% | +24.2% | -56.8% | -35.4% |
| 3Y | +42.1% | +32.8% | +9.3% | +30.9% |
| 5Y | -7.2% | +152.9% | -160.1% | -21.9% |
| All | -7.2% | +153.5% | -160.7% | -21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling