-26.6%
RKT vs TRGP
+80.7%
-107.3%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.7% |
| 7D | +2.1% | +0.8% | +1.3% | +2.5% |
| 30D | +1.4% | +11.5% | -10.1% | +7.1% |
| 3M | +6.3% | +9.0% | -2.7% | +11.9% |
| 6M | -15.5% | +20.5% | -36.0% | -10.1% |
| YTD | -27.4% | +59.5% | -86.9% | -23.5% |
| 1Y | -26.6% | +77.9% | -104.5% | -24.0% |
| All | -26.6% | +80.7% | -107.3% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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