-10.4%
RKT vs SMTC
+70.8%
-81.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -12.9% | +21.6% | +9.3% |
| 7D | +29.7% | -24.5% | +54.2% | +31.8% |
| 30D | +28.5% | -42.5% | +71.0% | +34.3% |
| 3M | +6.4% | -14.1% | +20.5% | +4.4% |
| 6M | +7.1% | +3.6% | +3.5% | -5.4% |
| YTD | -22.5% | +50.6% | -73.0% | -41.8% |
| 1Y | -10.4% | +72.2% | -82.7% | -35.3% |
| All | -10.4% | +70.8% | -81.3% | -35.3% |
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