+42.1%
RKT vs SHW
+23.8%
+18.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | +0.7% |
| 7D | +6.0% | -1.2% | +7.2% | +7.3% |
| 30D | +0.7% | -11.6% | +12.3% | +14.9% |
| 3M | +11.8% | +9.1% | +2.7% | +2.8% |
| 6M | -7.6% | -0.7% | -7.0% | -6.3% |
| YTD | -28.7% | +1.4% | -30.0% | -29.4% |
| 1Y | -32.6% | -12.3% | -20.3% | -22.6% |
| 3Y | +42.1% | +23.4% | +18.7% | -4.5% |
| All | +42.1% | +23.8% | +18.3% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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