-22.2%
RKT vs VRSN
+40.6%
-62.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | +2.1% | +0.1% | +2.1% | +2.1% |
| 30D | +1.4% | -0.2% | +1.6% | +1.5% |
| 3M | +6.3% | -0.3% | +6.6% | +5.9% |
| 6M | -15.5% | +23.0% | -38.4% | -26.0% |
| YTD | -27.4% | +21.3% | -48.7% | -36.4% |
| 1Y | -26.6% | +6.7% | -33.3% | -30.6% |
| 3Y | +41.2% | +45.0% | -3.7% | +3.9% |
| 5Y | -6.4% | +35.0% | -41.4% | -30.3% |
| All | -22.2% | +40.6% | -62.8% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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