-10.4%
RKT vs SOLS
+37.2%
-47.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -6.5% | +15.2% | +9.4% |
| 7D | +29.7% | -8.8% | +38.5% | +31.0% |
| 30D | +28.5% | -0.6% | +29.1% | +27.6% |
| 3M | +6.4% | -9.0% | +15.4% | +7.2% |
| 6M | +7.1% | -28.7% | +35.8% | +12.6% |
| YTD | -22.5% | +19.2% | -41.6% | -26.9% |
| 1Y | -10.4% | +32.6% | -43.0% | -18.3% |
| All | -10.4% | +37.2% | -47.6% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 1y: compounded portfolio wealth divided by compounded SOLS 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…
1y analysis · Full analysis span regression · 6 months rolling