-26.6%
RKT vs URA
+17.2%
-43.8%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.4% |
| 7D | +2.1% | +1.1% | +1.0% | +1.8% |
| 30D | +1.4% | +7.4% | -5.9% | -0.9% |
| 3M | +6.3% | -8.4% | +14.7% | +9.0% |
| 6M | -15.5% | -12.7% | -2.7% | -12.9% |
| YTD | -27.4% | +7.8% | -35.2% | -26.0% |
| 1Y | -26.6% | +19.5% | -46.0% | -22.9% |
| All | -26.6% | +17.2% | -43.8% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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