-10.4%
RKT vs TECH
+19.5%
-29.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.1% | +8.6% | +8.7% |
| 7D | +29.7% | +0.1% | +29.7% | +29.7% |
| 30D | +28.5% | +0.2% | +28.3% | +28.4% |
| 3M | +6.4% | +1.0% | +5.4% | +6.0% |
| 6M | +7.1% | +33.3% | -26.1% | -5.5% |
| YTD | -22.5% | +24.2% | -46.7% | -31.9% |
| 1Y | -10.4% | +19.7% | -30.2% | -18.5% |
| All | -10.4% | +19.5% | -29.9% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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