-27.1%
RKT vs SU
+426.1%
-453.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | +0.1% | -0.1% |
| 7D | -6.3% | +2.2% | -8.5% | -6.4% |
| 30D | -6.2% | +8.4% | -14.6% | -6.9% |
| 3M | -1.9% | +12.1% | -14.0% | -3.0% |
| 6M | -13.0% | +19.7% | -32.7% | -15.3% |
| YTD | -31.9% | +58.4% | -90.3% | -36.4% |
| 1Y | -37.6% | +67.2% | -104.8% | -42.1% |
| 3Y | +36.8% | +125.0% | -88.2% | +19.1% |
| 5Y | -9.7% | +355.1% | -364.8% | -28.0% |
| All | -27.1% | +426.1% | -453.1% | -42.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling