+83.3%
RKT vs TRMB
+32.5%
+50.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -4.9% |
| 7D | +4.6% | -16.6% | +21.2% | +12.0% |
| 30D | +25.9% | -8.9% | +34.8% | +28.3% |
| 3M | +5.0% | -6.3% | +11.3% | +5.3% |
| 6M | -7.9% | -10.0% | +2.0% | -5.7% |
| YTD | -25.4% | -30.1% | +4.8% | -13.4% |
| 1Y | -15.4% | -31.3% | +15.9% | -1.0% |
| 3Y | +83.3% | +30.8% | +52.5% | +6.3% |
| All | +83.3% | +32.5% | +50.8% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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