-25.7%
RKT vs TECH
+9.8%
-35.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.7% |
| 7D | -1.0% | -0.1% | -0.9% | -0.9% |
| 30D | -2.4% | +0.3% | -2.7% | -2.5% |
| 3M | +1.9% | +32.9% | -31.0% | -11.1% |
| 6M | -13.9% | +32.1% | -45.9% | -26.4% |
| YTD | -30.6% | +23.4% | -54.0% | -38.9% |
| 1Y | -34.4% | +34.1% | -68.4% | -44.9% |
| 3Y | +38.2% | +2.2% | +36.0% | +26.7% |
| 5Y | -9.7% | -41.8% | +32.2% | +1.3% |
| All | -25.7% | +9.8% | -35.5% | -30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling