-36.9%
RKT vs TRGP
+84.8%
-121.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.7% |
| 7D | -7.2% | -0.6% | -6.7% | -7.5% |
| 30D | -7.9% | +10.0% | -17.9% | -3.6% |
| 3M | +5.2% | +7.6% | -2.4% | +10.4% |
| 6M | -14.9% | +26.8% | -41.7% | -10.2% |
| YTD | -31.9% | +60.6% | -92.4% | -29.3% |
| 1Y | -36.9% | +82.5% | -119.4% | -36.8% |
| All | -36.9% | +84.8% | -121.7% | -36.8% |
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 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