+65.1%
RSP vs RKT
+75.2%
-10.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.4% | -9.0% | +11.3% | +3.4% |
| 30D | +4.3% | +30.2% | -25.9% | +1.3% |
| 3M | -0.3% | -8.8% | +8.5% | +0.3% |
| 6M | +9.8% | -0.9% | +10.8% | +9.1% |
| YTD | +16.8% | -29.2% | +46.0% | +19.1% |
| 1Y | +19.5% | -20.1% | +39.6% | +20.2% |
| 3Y | +65.1% | +81.3% | -16.2% | +42.8% |
| All | +65.1% | +75.2% | -10.0% | +42.8% |
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