-3.5%
RKT vs USB
+31.9%
-35.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.1% |
| 7D | +17.7% | 0.0% | +17.7% | +17.9% |
| 30D | +31.6% | +5.8% | +25.8% | +24.5% |
| 3M | +13.9% | -6.0% | +19.9% | +20.6% |
| 6M | +2.8% | +7.8% | -5.0% | -6.2% |
| YTD | -22.2% | +14.6% | -36.8% | -34.8% |
| 1Y | -3.5% | +31.8% | -35.3% | -34.4% |
| All | -3.5% | +31.9% | -35.5% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 1y: compounded portfolio wealth divided by compounded USB 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…
1y analysis · Full analysis span regression · 6 months rolling