-9.7%
RKT vs SMTC
+116.8%
-126.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -2.9% |
| 7D | -1.0% | +22.5% | -23.4% | -5.2% |
| 30D | -2.4% | +24.9% | -27.3% | -7.7% |
| 3M | +1.9% | +4.1% | -2.2% | -1.7% |
| 6M | -13.9% | +92.6% | -106.4% | -29.3% |
| YTD | -30.6% | +122.5% | -153.1% | -45.1% |
| 1Y | -34.4% | +166.2% | -200.6% | -50.7% |
| 3Y | +38.2% | +577.2% | -539.0% | -36.0% |
| 5Y | -9.7% | +119.0% | -128.6% | -35.2% |
| All | -9.7% | +116.8% | -126.5% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling