-26.6%
RKT vs SMTC
+154.8%
-181.3%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +9.2% | -10.3% | -2.2% |
| 7D | +2.1% | +12.7% | -10.6% | +0.6% |
| 30D | +1.4% | +22.0% | -20.5% | -1.8% |
| 3M | +6.3% | -12.7% | +18.9% | +7.9% |
| 6M | -15.5% | +64.8% | -80.2% | -28.3% |
| YTD | -27.4% | +100.7% | -128.1% | -40.6% |
| 1Y | -26.6% | +146.9% | -173.5% | -37.5% |
| All | -26.6% | +154.8% | -181.3% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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