+34.7%
SHOP vs RKT
-4.5%
+39.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.9% | +1.3% | -2.1% |
| 7D | +2.8% | +4.6% | -1.8% | +1.5% |
| 30D | -14.2% | +25.9% | -40.1% | -20.4% |
| 3M | -5.5% | +5.0% | -10.5% | -7.5% |
| 6M | +32.8% | -7.9% | +40.7% | +34.1% |
| YTD | -8.9% | -25.4% | +16.4% | -3.2% |
| 1Y | -7.7% | -15.4% | +7.7% | -5.8% |
| 3Y | +139.0% | +83.3% | +55.7% | +72.9% |
| 5Y | -0.5% | -0.8% | +0.3% | -21.4% |
| All | +34.7% | -4.5% | +39.2% | +5.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling