-23.6%
RKT vs URI
+523.2%
-546.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -2.0% |
| 7D | +6.0% | +2.5% | +3.5% | +4.9% |
| 30D | +0.7% | -12.5% | +13.2% | +5.9% |
| 3M | +11.8% | -6.2% | +18.0% | +13.9% |
| 6M | -7.6% | +25.9% | -33.5% | -17.4% |
| YTD | -28.7% | +26.2% | -54.9% | -36.8% |
| 1Y | -32.6% | +5.5% | -38.1% | -36.0% |
| 3Y | +42.1% | +125.0% | -82.9% | -2.8% |
| 5Y | -7.2% | +210.4% | -217.6% | -45.2% |
| All | -23.6% | +523.2% | -546.8% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling