-10.4%
RKT vs SU
+88.1%
-98.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -4.5% | +13.2% | +6.2% |
| 7D | +29.7% | -7.1% | +36.8% | +25.1% |
| 30D | +28.5% | +4.8% | +23.8% | +31.4% |
| 3M | +6.4% | +12.5% | -6.1% | +13.0% |
| 6M | +7.1% | +6.5% | +0.7% | +16.1% |
| YTD | -22.5% | +65.8% | -88.3% | -22.4% |
| 1Y | -10.4% | +86.2% | -96.6% | -11.4% |
| All | -10.4% | +88.1% | -98.5% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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