+81.3%
RKT vs TRU
+58.0%
+23.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -9.0% | 0.0% | -9.0% | -8.9% |
| 30D | +30.2% | +21.3% | +8.9% | +17.0% |
| 3M | -8.8% | +0.2% | -9.1% | -9.4% |
| 6M | -0.9% | +22.4% | -23.3% | -11.5% |
| YTD | -29.2% | -4.8% | -24.4% | -28.6% |
| 1Y | -20.1% | -0.2% | -19.9% | -21.5% |
| 3Y | +81.3% | +57.9% | +23.4% | -0.1% |
| All | +81.3% | +58.0% | +23.4% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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