-10.4%
RKT vs TRGP
+89.5%
-100.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -4.5% | +13.2% | +5.7% |
| 7D | +29.7% | -6.5% | +36.2% | +24.9% |
| 30D | +28.5% | -0.4% | +28.9% | +28.8% |
| 3M | +6.4% | +8.8% | -2.4% | +13.4% |
| 6M | +7.1% | +11.0% | -3.9% | +16.4% |
| YTD | -22.5% | +57.4% | -79.9% | -11.4% |
| 1Y | -10.4% | +87.9% | -98.3% | +4.9% |
| All | -10.4% | +89.5% | -100.0% | +4.9% |
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