-10.4%
RKT vs TXT
+9.2%
-19.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.3% | +9.9% | +9.2% |
| 7D | +29.7% | +10.6% | +19.1% | +23.9% |
| 30D | +28.5% | +14.4% | +14.1% | +20.8% |
| 3M | +6.4% | -2.7% | +9.1% | +7.8% |
| 6M | +7.1% | -4.7% | +11.8% | +8.9% |
| YTD | -22.5% | -0.5% | -21.9% | -25.9% |
| 1Y | -10.4% | +8.7% | -19.2% | -27.3% |
| All | -10.4% | +9.2% | -19.6% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 1y: compounded portfolio wealth divided by compounded TXT 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…
1y analysis · Full analysis span regression · 6 months rolling