+42.1%
RKT vs SNPS
-14.2%
+56.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | +6.0% | -5.5% | +11.5% | +7.0% |
| 30D | +0.7% | -5.8% | +6.4% | +1.5% |
| 3M | +11.8% | -17.2% | +29.0% | +14.9% |
| 6M | -7.6% | -10.4% | +2.7% | -6.5% |
| YTD | -28.7% | -16.5% | -12.1% | -27.2% |
| 1Y | -32.6% | -35.6% | +3.1% | -29.8% |
| 3Y | +42.1% | -14.6% | +56.7% | +15.0% |
| All | +42.1% | -14.2% | +56.3% | +15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling