-20.1%
RKT vs SNPS
+129.7%
-149.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.5% | -0.2% |
| 7D | -3.8% | -0.2% | -3.6% | -3.8% |
| 30D | +32.8% | -8.0% | +40.9% | +35.7% |
| 3M | +0.8% | +12.5% | -11.6% | -4.2% |
| 6M | -2.6% | -10.5% | +7.8% | -0.9% |
| YTD | -25.4% | -1.6% | -23.8% | -27.1% |
| 1Y | -19.1% | +16.8% | -35.9% | -25.5% |
| 3Y | +83.2% | -10.9% | +94.1% | +61.4% |
| 5Y | +0.8% | +35.8% | -34.9% | -33.5% |
| All | -20.1% | +129.7% | -149.8% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 10y: compounded portfolio wealth divided by compounded SNPS 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…
10y analysis · Full analysis span regression · 6 months rolling