-20.0%
RKT vs SOLS
+25.7%
-45.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | -9.0% | +14.0% | -23.0% | -10.0% |
| 30D | +30.2% | +10.0% | +20.2% | +28.5% |
| 3M | -8.8% | +5.8% | -14.7% | -9.6% |
| 6M | -0.9% | -25.2% | +24.2% | +2.8% |
| YTD | -29.2% | +36.5% | -65.7% | -29.1% |
| 1Y | -20.1% | +45.0% | -65.1% | -20.2% |
| All | -20.0% | +25.7% | -45.7% | -20.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling