+36.8%
RKT vs TPG
+81.8%
-45.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.8% |
| 7D | -6.3% | -9.4% | +3.2% | -2.2% |
| 30D | -6.2% | -5.3% | -0.9% | -3.9% |
| 3M | -1.9% | +12.9% | -14.8% | -6.6% |
| 6M | -13.0% | +20.1% | -33.1% | -19.2% |
| YTD | -31.9% | -22.5% | -9.4% | -25.4% |
| 1Y | -37.6% | -19.7% | -17.9% | -33.0% |
| 3Y | +36.8% | +81.2% | -44.4% | -34.6% |
| All | +36.8% | +81.8% | -45.0% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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