-20.0%
RKT vs SUI
+0.8%
-20.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -4.2% |
| 7D | +4.6% | +3.4% | +1.2% | +2.2% |
| 30D | +25.9% | +4.6% | +21.3% | +21.7% |
| 3M | +5.0% | +1.6% | +3.4% | +3.7% |
| 6M | -7.9% | -3.5% | -4.4% | -6.1% |
| YTD | -25.4% | -1.0% | -24.4% | -25.4% |
| 1Y | -15.4% | -1.7% | -13.7% | -14.9% |
| 3Y | +83.3% | +18.4% | +65.0% | +58.7% |
| 5Y | -0.8% | -26.3% | +25.5% | +17.1% |
| All | -20.0% | +0.8% | -20.8% | -19.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling