-7.2%
RKT vs STLA
-62.5%
+55.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -0.6% |
| 7D | +6.0% | +0.7% | +5.2% | +5.7% |
| 30D | +0.7% | -2.4% | +3.0% | +1.4% |
| 3M | +11.8% | -23.9% | +35.7% | +23.9% |
| 6M | -7.6% | -24.6% | +17.0% | +3.1% |
| YTD | -28.7% | -50.5% | +21.8% | -8.4% |
| 1Y | -32.6% | -39.8% | +7.3% | -21.8% |
| 3Y | +42.1% | -65.6% | +107.7% | +105.0% |
| 5Y | -7.2% | -62.1% | +54.9% | +15.9% |
| All | -7.2% | -62.5% | +55.4% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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