+329.4%
ROK vs TRU
+228.6%
+100.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | +0.1% |
| 7D | +2.8% | -7.2% | +10.0% | +5.8% |
| 30D | -2.4% | -2.8% | +0.4% | -1.6% |
| 3M | -4.7% | +13.0% | -17.7% | -10.8% |
| 6M | +16.8% | +0.7% | +16.1% | +13.9% |
| YTD | +11.4% | -9.0% | +20.4% | +12.2% |
| 1Y | +26.2% | -16.3% | +42.5% | +30.9% |
| 3Y | +51.9% | -1.1% | +52.9% | +38.6% |
| 5Y | +46.4% | -36.0% | +82.4% | +60.7% |
| 10Y | +343.5% | +139.9% | +203.6% | +186.8% |
| All | +329.4% | +228.6% | +100.8% | +160.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling