-23.6%
RKT vs TEL
+147.2%
-170.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -0.5% |
| 7D | +6.0% | -1.4% | +7.4% | +7.0% |
| 30D | +0.7% | -4.9% | +5.5% | +4.1% |
| 3M | +11.8% | +0.1% | +11.7% | +11.5% |
| 6M | -7.6% | +0.4% | -8.0% | -8.6% |
| YTD | -28.7% | -8.9% | -19.7% | -24.3% |
| 1Y | -32.6% | -0.3% | -32.3% | -33.6% |
| 3Y | +42.1% | +67.6% | -25.5% | -10.3% |
| 5Y | -7.2% | +50.7% | -57.8% | -37.8% |
| All | -23.6% | +147.2% | -170.8% | -68.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling