-26.6%
RKT vs SUI
-2.0%
-24.6%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | +2.1% | -2.8% | +4.9% | +3.8% |
| 30D | +1.4% | -1.2% | +2.6% | +2.1% |
| 3M | +6.3% | -1.7% | +8.0% | +6.5% |
| 6M | -15.5% | -10.5% | -5.0% | -9.5% |
| YTD | -27.4% | -1.8% | -25.5% | -26.8% |
| 1Y | -26.6% | -4.1% | -22.5% | -24.7% |
| All | -26.6% | -2.0% | -24.6% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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