+15,078.6%
ROK vs BBY
+73,712.5%
-58,633.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.4% |
| 7D | +0.2% | +1.2% | -1.0% | -0.1% |
| 30D | -1.8% | +6.8% | -8.6% | -3.1% |
| 3M | -7.2% | +18.7% | -25.9% | -10.4% |
| 6M | +14.2% | +37.3% | -23.1% | +6.6% |
| YTD | +10.6% | +35.3% | -24.7% | +3.3% |
| 1Y | +25.9% | +20.7% | +5.2% | +20.0% |
| 3Y | +50.8% | +39.4% | +11.3% | +38.5% |
| 5Y | +47.0% | -1.5% | +48.5% | +42.0% |
| 10Y | +354.9% | +239.8% | +115.1% | +251.3% |
| All | +15,078.6% | +73,712.5% | -58,633.9% | +7,636.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling