-36.9%
RKT vs XPO
+38.9%
-75.8%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.4% |
| 7D | -7.2% | -1.3% | -5.9% | -6.8% |
| 30D | -7.9% | -10.4% | +2.5% | -3.8% |
| 3M | +5.2% | -15.7% | +20.9% | +12.3% |
| 6M | -14.9% | -6.3% | -8.6% | -13.1% |
| YTD | -31.9% | +34.2% | -66.0% | -38.3% |
| 1Y | -36.9% | +39.9% | -76.8% | -42.9% |
| All | -36.9% | +38.9% | -75.8% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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