-9.7%
RKT vs TRGP
+627.0%
-636.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -7.2% | -0.6% | -6.7% | -7.2% |
| 30D | -7.9% | +10.0% | -17.9% | -9.7% |
| 3M | +5.2% | +7.6% | -2.4% | +2.9% |
| 6M | -14.9% | +26.8% | -41.7% | -21.0% |
| YTD | -31.9% | +60.6% | -92.4% | -41.1% |
| 1Y | -36.9% | +82.5% | -119.4% | -47.7% |
| 3Y | +35.7% | +265.0% | -229.3% | -19.5% |
| 5Y | -9.7% | +645.9% | -655.6% | -58.5% |
| All | -9.7% | +627.0% | -636.7% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling