-36.9%
RKT vs URA
+11.7%
-48.6%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.2% | -0.4% |
| 7D | -7.2% | -1.5% | -5.7% | -6.8% |
| 30D | -7.9% | -0.4% | -7.5% | -7.8% |
| 3M | +5.2% | +6.3% | -1.1% | +3.2% |
| 6M | -14.9% | -14.0% | -0.9% | -11.9% |
| YTD | -31.9% | +5.3% | -37.2% | -30.0% |
| 1Y | -36.9% | +11.7% | -48.6% | -34.1% |
| All | -36.9% | +11.7% | -48.6% | -34.1% |
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