-26.6%
RKT vs SIMO
+226.2%
-252.8%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.7% | -9.8% | -0.9% |
| 7D | +2.1% | +4.2% | -2.1% | +2.2% |
| 30D | +1.4% | +4.1% | -2.6% | +1.7% |
| 3M | +6.3% | -12.9% | +19.1% | +6.8% |
| 6M | -15.5% | +110.3% | -125.8% | -15.8% |
| YTD | -27.4% | +178.6% | -206.0% | -31.2% |
| 1Y | -26.6% | +220.0% | -246.6% | -29.5% |
| All | -26.6% | +226.2% | -252.8% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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