-0.8%
RKT vs SNPS
+32.5%
-33.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.4% | -4.4% |
| 7D | +4.6% | -0.6% | +5.3% | +4.8% |
| 30D | +25.9% | -9.8% | +35.7% | +29.3% |
| 3M | +5.0% | +11.7% | -6.7% | +0.3% |
| 6M | -7.9% | -10.9% | +3.0% | -6.1% |
| YTD | -25.4% | -2.1% | -23.3% | -26.8% |
| 1Y | -15.4% | +14.8% | -30.2% | -21.2% |
| 3Y | +83.3% | -11.3% | +94.7% | +60.8% |
| 5Y | -0.8% | +36.2% | -37.0% | -39.7% |
| All | -0.8% | +32.5% | -33.3% | -39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling