-23.5%
RKT vs URA
-29.1%
+5.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.8% | -1.3% | -3.5% |
| 7D | -7.5% | +4.5% | -11.9% | -9.1% |
| 30D | +26.6% | -13.4% | +40.0% | +33.6% |
| 3M | -2.4% | -28.4% | +26.0% | +11.7% |
| 6M | -7.4% | -40.5% | +33.1% | +15.0% |
| YTD | -29.2% | -24.3% | -4.9% | -21.3% |
| 1Y | -23.5% | -28.8% | +5.3% | -13.2% |
| All | -23.5% | -29.1% | +5.6% | -13.2% |
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