-11.4%
RKT vs UUUU
+79.1%
-90.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +0.7% |
| 7D | -6.3% | -10.5% | +4.2% | -4.8% |
| 30D | -6.2% | -10.5% | +4.3% | -4.8% |
| 3M | -1.9% | -14.1% | +12.3% | -0.1% |
| 6M | -13.0% | -35.5% | +22.5% | -8.7% |
| YTD | -31.9% | -10.9% | -21.0% | -32.2% |
| 1Y | -37.6% | +3.4% | -40.9% | -40.5% |
| 3Y | +36.8% | +73.1% | -36.3% | +13.7% |
| All | -11.4% | +79.1% | -90.6% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling