+55.9%
RSP vs RKT
+45.2%
+10.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.4% |
| 7D | -0.8% | +2.1% | -2.9% | -1.0% |
| 30D | -0.3% | +1.4% | -1.8% | -0.6% |
| 3M | +4.3% | +6.3% | -2.0% | +3.1% |
| 6M | +8.8% | -15.5% | +24.3% | +9.8% |
| YTD | +15.3% | -27.4% | +42.6% | +17.6% |
| 1Y | +18.3% | -26.6% | +44.9% | +20.1% |
| All | +55.9% | +45.2% | +10.6% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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