-10.4%
RKT vs SYY
+8.7%
-19.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.8% | +4.9% | +7.5% |
| 7D | +29.7% | -6.3% | +36.1% | +31.7% |
| 30D | +28.5% | +0.7% | +27.8% | +27.7% |
| 3M | +6.4% | -6.4% | +12.8% | +7.9% |
| 6M | +7.1% | +7.6% | -0.5% | +3.8% |
| YTD | -22.5% | +7.4% | -29.9% | -24.0% |
| 1Y | -10.4% | +8.3% | -18.7% | -13.6% |
| All | -10.4% | +8.7% | -19.2% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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