-15.4%
RKT vs TFC
+16.8%
-32.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.7% | -4.7% |
| 7D | +4.6% | +1.7% | +2.9% | +3.1% |
| 30D | +25.9% | +9.0% | +16.9% | +16.5% |
| 3M | +5.0% | -2.1% | +7.1% | +6.6% |
| 6M | -7.9% | +3.4% | -11.3% | -12.5% |
| YTD | -25.4% | +5.3% | -30.6% | -33.2% |
| 1Y | -15.4% | +16.2% | -31.6% | -40.5% |
| All | -15.4% | +16.8% | -32.2% | -40.5% |
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