-23.6%
RKT vs SU
+418.9%
-442.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -1.8% |
| 7D | +6.0% | -1.0% | +6.9% | +6.1% |
| 30D | +0.7% | +13.7% | -13.0% | -0.5% |
| 3M | +11.8% | +8.0% | +3.8% | +10.8% |
| 6M | -7.6% | +21.0% | -28.6% | -10.3% |
| YTD | -28.7% | +56.2% | -84.9% | -33.2% |
| 1Y | -32.6% | +72.2% | -104.8% | -37.8% |
| 3Y | +42.1% | +118.1% | -76.0% | +24.3% |
| 5Y | -7.2% | +350.3% | -357.5% | -25.8% |
| All | -23.6% | +418.9% | -442.5% | -39.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling