+81.3%
RKT vs TEL
+79.6%
+1.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.4% |
| 7D | -9.0% | +4.5% | -13.5% | -11.3% |
| 30D | +30.2% | +2.9% | +27.3% | +27.2% |
| 3M | -8.8% | +1.1% | -10.0% | -10.4% |
| 6M | -0.9% | +5.0% | -5.9% | -4.7% |
| YTD | -29.2% | -3.9% | -25.3% | -28.5% |
| 1Y | -20.1% | -7.4% | -12.6% | -17.8% |
| 3Y | +81.3% | +81.0% | +0.3% | -1.9% |
| All | +81.3% | +79.6% | +1.7% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 3y: compounded portfolio wealth divided by compounded TEL 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…
3y analysis · Full analysis span regression · 6 months rolling