+81.3%
RKT vs TE
+13.2%
+68.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -7.5% | +2.5% | -4.4% |
| 7D | -7.5% | -13.6% | +6.1% | -6.3% |
| 30D | +26.6% | -37.7% | +64.3% | +31.1% |
| 3M | -2.4% | -59.8% | +57.4% | +4.5% |
| 6M | -7.4% | -66.3% | +59.0% | -1.2% |
| YTD | -29.2% | -70.5% | +41.3% | -24.6% |
| 1Y | -23.5% | -48.8% | +25.3% | -22.4% |
| All | +81.3% | +13.2% | +68.1% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 3y: compounded portfolio wealth divided by compounded TE 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…
3y analysis · Full analysis span regression · 6 months rolling