+0.9%
RKT vs SMTC
+26.9%
-26.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.5% | -2.3% | -4.4% |
| 7D | +4.6% | -10.9% | +15.6% | +5.8% |
| 30D | +25.9% | -39.4% | +65.3% | +35.5% |
| 3M | +5.0% | -13.5% | +18.6% | +3.5% |
| 6M | -7.9% | -6.8% | -1.1% | -13.5% |
| YTD | -25.4% | +54.0% | -79.4% | -38.3% |
| 1Y | -15.4% | +50.8% | -66.2% | -30.0% |
| 3Y | +83.3% | +677.3% | -594.0% | -24.7% |
| All | +0.9% | +26.9% | -26.0% | -19.9% |
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