+48.7%
RSP vs RKT
+2.8%
+45.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +2.1% |
| 7D | +0.4% | +10.3% | -9.9% | -1.0% |
| 30D | +3.7% | +32.3% | -28.6% | -0.7% |
| 3M | +0.8% | +10.7% | -9.9% | -1.2% |
| 6M | +9.1% | -3.2% | +12.3% | +8.4% |
| YTD | +16.7% | -21.5% | +38.3% | +18.5% |
| 1Y | +19.7% | -6.0% | +25.7% | +17.8% |
| 3Y | +66.7% | +104.2% | -37.5% | +31.3% |
| 5Y | +48.7% | +2.5% | +46.2% | +29.8% |
| All | +48.7% | +2.8% | +45.9% | +29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling