+81.3%
RKT vs SO
+52.7%
+28.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.5% |
| 7D | -9.0% | +1.4% | -10.3% | -9.5% |
| 30D | +30.2% | +4.7% | +25.5% | +27.8% |
| 3M | -8.8% | +1.7% | -10.5% | -9.5% |
| 6M | -0.9% | +2.2% | -3.1% | -2.2% |
| YTD | -29.2% | +10.0% | -39.2% | -32.4% |
| 1Y | -20.1% | +6.0% | -26.1% | -22.4% |
| 3Y | +81.3% | +54.1% | +27.2% | +13.0% |
| All | +81.3% | +52.7% | +28.6% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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