-24.1%
RKT vs URI
+591.5%
-615.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.5% |
| 7D | -9.0% | +6.7% | -15.7% | -11.3% |
| 30D | +30.2% | +8.9% | +21.3% | +25.4% |
| 3M | -8.8% | +0.5% | -9.4% | -9.7% |
| 6M | -0.9% | +20.7% | -21.6% | -9.3% |
| YTD | -29.2% | +40.0% | -69.2% | -40.1% |
| 1Y | -20.1% | +34.4% | -54.5% | -31.2% |
| 3Y | +81.3% | +149.5% | -68.1% | +18.4% |
| 5Y | -6.6% | +205.6% | -212.2% | -47.4% |
| All | -24.1% | +591.5% | -615.7% | -66.3% |
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