+1.7%
RKT vs URA
+33.4%
-31.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.4% | -2.8% | +0.3% |
| 7D | +17.7% | -4.1% | +21.8% | +18.9% |
| 30D | +31.6% | -19.0% | +50.7% | +39.5% |
| 3M | +13.9% | -25.1% | +39.1% | +23.4% |
| 6M | +2.8% | -44.5% | +47.3% | +21.0% |
| YTD | -22.2% | -24.3% | +2.1% | -16.1% |
| 1Y | -3.5% | -28.1% | +24.6% | +5.2% |
| 3Y | +95.3% | +40.7% | +54.6% | +61.9% |
| All | +1.7% | +33.4% | -31.7% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling