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  • RKT vs TE✓SelectedUSD · TERKT vs TE performance historyLatest closeAs of-1.78%09/08
Stock and ETF performance explorer

RKT vs TE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-23.6%
TE return
-49.2%
Excess return
+25.7%
Maximum drawdown
-83.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioTEExcessAlpha
1D-1.8%+10.0%-11.8%-2.8%
7D+6.0%+18.2%-12.2%+4.1%
30D+0.7%-13.5%+14.2%+1.9%
3M+11.8%-44.6%+56.4%+16.9%
6M-7.6%-24.7%+17.1%-8.3%
YTD-28.7%-24.3%-4.4%-29.9%
1Y-32.6%+155.6%-188.1%-43.7%
3Y+42.1%-18.3%+60.4%+27.0%
5Y-7.2%-41.3%+34.1%-11.5%
All-23.6%-49.2%+25.7%-31.9%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling