+42.1%
RKT vs UL
+24.1%
+18.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.3% |
| 7D | +6.0% | -1.3% | +7.3% | +6.7% |
| 30D | +0.7% | +0.9% | -0.3% | +0.2% |
| 3M | +11.8% | +14.2% | -2.4% | +5.0% |
| 6M | -7.6% | -3.2% | -4.4% | -6.7% |
| YTD | -28.7% | -0.3% | -28.3% | -28.9% |
| 1Y | -32.6% | -8.8% | -23.8% | -30.1% |
| 3Y | +42.1% | +23.9% | +18.2% | +21.8% |
| All | +42.1% | +24.1% | +18.0% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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