+36.9%
RKT vs TGT
+39.8%
-2.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.4% |
| 7D | -7.2% | -5.0% | -2.2% | -5.5% |
| 30D | -7.9% | +3.0% | -10.9% | -9.0% |
| 3M | +5.2% | +22.6% | -17.4% | -2.3% |
| 6M | -14.9% | +31.2% | -46.1% | -22.9% |
| YTD | -31.9% | +63.7% | -95.6% | -43.1% |
| 1Y | -36.9% | +78.5% | -115.4% | -48.9% |
| All | +36.9% | +39.8% | -2.9% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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