+1.7%
RKT vs SUI
-26.3%
+28.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.8% |
| 7D | +17.7% | +6.2% | +11.4% | +12.5% |
| 30D | +31.6% | +8.6% | +23.1% | +23.4% |
| 3M | +13.9% | +1.0% | +12.9% | +12.9% |
| 6M | +2.8% | -2.6% | +5.4% | +4.1% |
| YTD | -22.2% | -0.1% | -22.1% | -22.9% |
| 1Y | -3.5% | +0.5% | -4.0% | -4.7% |
| 3Y | +95.3% | +15.3% | +80.0% | +70.5% |
| All | +1.7% | -26.3% | +28.0% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling