-23.6%
RKT vs UUUU
+694.6%
-718.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.0% |
| 7D | +6.0% | +2.8% | +3.2% | +5.5% |
| 30D | +0.7% | +3.4% | -2.7% | -0.1% |
| 3M | +11.8% | -3.9% | +15.7% | +12.0% |
| 6M | -7.6% | -23.2% | +15.5% | -4.8% |
| YTD | -28.7% | +0.6% | -29.2% | -31.1% |
| 1Y | -32.6% | +22.9% | -55.4% | -39.3% |
| 3Y | +42.1% | +98.6% | -56.5% | +6.6% |
| 5Y | -7.2% | +130.2% | -137.4% | -40.5% |
| All | -23.6% | +694.6% | -718.2% | -66.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling