+348.5%
ROK vs BBY
+252.7%
+95.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +0.6% |
| 7D | -1.2% | +0.6% | -1.8% | -1.5% |
| 30D | -4.8% | +9.4% | -14.2% | -8.1% |
| 3M | -6.1% | +19.3% | -25.4% | -12.6% |
| 6M | +15.5% | +47.9% | -32.4% | -2.0% |
| YTD | +11.2% | +39.6% | -28.4% | -4.0% |
| 1Y | +23.8% | +22.2% | +1.7% | +12.0% |
| 3Y | +53.1% | +45.0% | +8.1% | +25.3% |
| 5Y | +48.3% | +2.6% | +45.7% | +33.0% |
| All | +348.5% | +252.7% | +95.8% | +179.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling