+81.3%
RKT vs URA
+35.4%
+45.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | -9.0% | -1.5% | -7.4% | -8.6% |
| 30D | +30.2% | -10.4% | +40.6% | +32.9% |
| 3M | -8.8% | -29.6% | +20.8% | -1.7% |
| 6M | -0.9% | -40.3% | +39.3% | +10.2% |
| YTD | -29.2% | -25.5% | -3.7% | -23.2% |
| 1Y | -20.1% | -26.4% | +6.4% | -13.3% |
| 3Y | +81.3% | +31.4% | +49.9% | +83.2% |
| All | +81.3% | +35.4% | +45.9% | +83.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling