-27.1%
RKT vs TRGP
+1,584.5%
-1,611.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -6.3% | +0.1% | -6.3% | -6.3% |
| 30D | -6.2% | +8.0% | -14.2% | -7.4% |
| 3M | -1.9% | +8.3% | -10.1% | -3.6% |
| 6M | -13.0% | +23.9% | -36.9% | -17.2% |
| YTD | -31.9% | +59.6% | -91.6% | -38.7% |
| 1Y | -37.6% | +79.4% | -117.0% | -45.3% |
| 3Y | +36.8% | +269.4% | -232.6% | -1.9% |
| 5Y | -9.7% | +641.6% | -651.4% | -40.8% |
| All | -27.1% | +1,584.5% | -1,611.6% | -53.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling