+36.8%
RKT vs TRI
-18.9%
+55.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.4% |
| 7D | -6.3% | -7.9% | +1.6% | -4.9% |
| 30D | -6.2% | -4.5% | -1.7% | -5.4% |
| 3M | -1.9% | +22.1% | -24.0% | -4.4% |
| 6M | -13.0% | -2.8% | -10.2% | -12.3% |
| YTD | -31.9% | -23.4% | -8.5% | -27.1% |
| 1Y | -37.6% | -41.5% | +4.0% | -27.1% |
| 3Y | +36.8% | -19.2% | +56.0% | +26.7% |
| All | +36.8% | -18.9% | +55.7% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling