+36.9%
RKT vs TRV
+140.7%
-103.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -7.2% | -1.8% | -5.4% | -6.8% |
| 30D | -7.9% | -2.1% | -5.7% | -7.4% |
| 3M | +5.2% | +21.2% | -16.0% | -0.3% |
| 6M | -14.9% | +22.0% | -36.9% | -19.5% |
| YTD | -31.9% | +27.7% | -59.6% | -36.4% |
| 1Y | -36.9% | +36.6% | -73.5% | -42.2% |
| All | +36.9% | +140.7% | -103.8% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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