-23.6%
RKT vs TGT
+49.7%
-73.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.4% |
| 7D | +6.0% | -0.6% | +6.6% | +6.2% |
| 30D | +0.7% | +9.5% | -8.9% | -2.9% |
| 3M | +11.8% | +32.3% | -20.4% | +0.6% |
| 6M | -7.6% | +37.0% | -44.6% | -18.2% |
| YTD | -28.7% | +71.0% | -99.7% | -42.1% |
| 1Y | -32.6% | +85.0% | -117.6% | -47.0% |
| 3Y | +42.1% | +46.8% | -4.7% | +16.0% |
| 5Y | -7.2% | -22.7% | +15.6% | -17.0% |
| All | -23.6% | +49.7% | -73.3% | -37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling