-10.4%
RKT vs SHEL
+43.6%
-54.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -2.2% | +10.9% | +7.6% |
| 7D | +29.7% | -3.2% | +32.9% | +27.9% |
| 30D | +28.5% | +5.5% | +23.0% | +31.6% |
| 3M | +6.4% | +14.4% | -8.0% | +13.4% |
| 6M | +7.1% | +16.2% | -9.0% | +18.7% |
| YTD | -22.5% | +42.4% | -64.9% | -21.3% |
| 1Y | -10.4% | +43.3% | -53.7% | -8.8% |
| All | -10.4% | +43.6% | -54.1% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 1y: compounded portfolio wealth divided by compounded SHEL 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…
1y analysis · Full analysis span regression · 6 months rolling