-4.9%
SHOP vs RKT
-9.4%
+4.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +8.7% | -1.4% | +4.4% |
| 7D | -9.0% | +29.7% | -38.8% | -17.1% |
| 30D | -4.4% | +28.5% | -32.9% | -13.0% |
| 3M | +24.1% | +6.4% | +17.7% | +21.1% |
| 6M | +20.0% | +7.1% | +12.8% | +15.0% |
| YTD | -4.9% | -22.5% | +17.5% | +2.7% |
| 1Y | -4.9% | -10.4% | +5.5% | -2.7% |
| All | -4.9% | -9.4% | +4.5% | -2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling