+95.3%
RKT vs URI
+138.8%
-43.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.2% |
| 7D | +17.7% | -9.8% | +27.4% | +22.3% |
| 30D | +31.6% | +1.7% | +29.9% | +30.1% |
| 3M | +13.9% | -9.1% | +23.0% | +17.6% |
| 6M | +2.8% | +9.9% | -7.1% | -2.9% |
| YTD | -22.2% | +31.2% | -53.4% | -33.8% |
| 1Y | -3.5% | +25.9% | -29.5% | -16.1% |
| 3Y | +95.3% | +147.4% | -52.1% | -7.7% |
| All | +95.3% | +138.8% | -43.5% | -7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling