+28.6%
ROK vs EQX
+42.9%
-14.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.6% |
| 7D | +0.7% | -1.4% | +2.1% | +0.8% |
| 30D | -3.3% | +24.4% | -27.7% | -6.1% |
| 3M | -5.9% | +11.6% | -17.5% | -7.5% |
| 6M | +13.9% | -25.0% | +38.9% | +17.0% |
| YTD | +12.6% | -8.4% | +21.0% | +13.1% |
| 1Y | +28.6% | +43.4% | -14.8% | +26.2% |
| All | +28.6% | +42.9% | -14.3% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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