+81.3%
RKT vs XPO
+128.1%
-46.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.2% | -4.8% | -5.0% |
| 7D | -7.5% | +6.9% | -14.4% | -9.4% |
| 30D | +26.6% | +4.1% | +22.5% | +25.0% |
| 3M | -2.4% | -9.7% | +7.3% | +0.4% |
| 6M | -7.4% | -3.8% | -3.6% | -6.8% |
| YTD | -29.2% | +38.8% | -67.9% | -35.3% |
| 1Y | -23.5% | +34.2% | -57.8% | -29.7% |
| All | +81.3% | +128.1% | -46.8% | +42.0% |
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