-19.0%
RKT vs TECH
+26.3%
-45.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | +4.6% | +0.2% | +4.4% | +4.6% |
| 30D | +25.9% | +0.5% | +25.4% | +25.7% |
| 3M | +5.0% | +1.1% | +3.9% | +4.6% |
| 6M | -7.9% | +51.0% | -58.9% | -20.3% |
| YTD | -25.4% | +24.4% | -49.7% | -34.4% |
| All | -19.0% | +26.3% | -45.3% | -28.6% |
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