-26.6%
RKT vs USFD
+34.2%
-60.8%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -1.0% |
| 7D | +2.1% | -3.0% | +5.1% | +2.9% |
| 30D | +1.4% | +3.5% | -2.1% | +0.4% |
| 3M | +6.3% | +26.6% | -20.3% | -1.2% |
| 6M | -15.5% | +11.7% | -27.2% | -17.8% |
| YTD | -27.4% | +38.1% | -65.5% | -38.8% |
| 1Y | -26.6% | +33.4% | -60.0% | -37.6% |
| All | -26.6% | +34.2% | -60.8% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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