-16.7%
RKT vs SUI
+1.7%
-18.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.7% |
| 7D | +17.7% | +6.2% | +11.4% | +12.7% |
| 30D | +31.6% | +8.6% | +23.1% | +23.7% |
| 3M | +13.9% | +1.0% | +12.9% | +13.0% |
| 6M | +2.8% | -2.6% | +5.4% | +4.1% |
| YTD | -22.2% | -0.1% | -22.1% | -22.8% |
| 1Y | -3.5% | +0.5% | -4.0% | -4.6% |
| 3Y | +95.3% | +15.3% | +80.0% | +72.5% |
| 5Y | -0.4% | -26.1% | +25.7% | +17.2% |
| All | -16.7% | +1.7% | -18.3% | -17.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling