-23.1%
RKT vs SOLS
+17.0%
-40.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | -6.3% | -3.5% | -2.8% | -5.8% |
| 30D | -6.2% | -1.0% | -5.2% | -6.0% |
| 3M | -1.9% | -24.1% | +22.2% | +2.0% |
| 6M | -13.0% | -18.0% | +5.0% | -10.8% |
| YTD | -31.9% | +27.1% | -59.0% | -31.1% |
| All | -23.1% | +17.0% | -40.1% | -22.8% |
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