-20.1%
RKT vs TFC
+15.7%
-35.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -1.1% |
| 7D | -9.0% | +2.3% | -11.2% | -10.8% |
| 30D | +30.2% | +10.8% | +19.4% | +19.0% |
| 3M | -8.8% | -3.8% | -5.1% | -6.0% |
| 6M | -0.9% | +9.6% | -10.5% | -11.8% |
| YTD | -29.2% | +5.8% | -35.0% | -36.6% |
| 1Y | -20.1% | +16.2% | -36.2% | -39.7% |
| All | -20.1% | +15.7% | -35.8% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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