-35.7%
RKT vs XLC
-2.7%
-33.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.1% | -1.8% |
| 7D | -1.0% | -1.4% | +0.5% | +1.4% |
| 30D | -2.4% | -0.9% | -1.5% | -0.9% |
| 3M | +1.9% | -0.3% | +2.2% | +3.1% |
| 6M | -13.9% | -5.2% | -8.7% | -5.4% |
| YTD | -30.6% | -5.3% | -25.3% | -23.8% |
| All | -35.7% | -2.7% | -33.1% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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