+36.9%
RKT vs XPO
+151.2%
-114.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.5% |
| 7D | -7.2% | -1.3% | -5.9% | -6.9% |
| 30D | -7.9% | -10.4% | +2.5% | -4.9% |
| 3M | +5.2% | -15.7% | +20.9% | +10.4% |
| 6M | -14.9% | -6.3% | -8.6% | -13.4% |
| YTD | -31.9% | +34.2% | -66.0% | -37.2% |
| 1Y | -36.9% | +39.9% | -76.8% | -42.7% |
| All | +36.9% | +151.2% | -114.3% | +3.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling