-22.2%
RKT vs TECH
+10.1%
-32.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | +1.4% | +0.7% | +0.7% | +1.2% |
| 3M | +6.3% | +36.3% | -30.1% | -8.2% |
| 6M | -15.5% | +25.6% | -41.0% | -25.9% |
| YTD | -27.4% | +23.7% | -51.1% | -36.1% |
| 1Y | -26.6% | +37.6% | -64.2% | -39.1% |
| 3Y | +41.2% | -6.6% | +47.8% | +35.6% |
| 5Y | -6.4% | -42.2% | +35.8% | +5.1% |
| All | -22.2% | +10.1% | -32.3% | -27.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling