+34.9%
SHOP vs RKT
-9.3%
+44.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.1% | +3.4% | -0.1% |
| 7D | +2.1% | -7.5% | +9.6% | +4.5% |
| 30D | -16.8% | +26.6% | -43.4% | -23.0% |
| 3M | -2.4% | -2.4% | 0.0% | -2.3% |
| 6M | +47.0% | -7.4% | +54.4% | +48.1% |
| YTD | -8.8% | -29.2% | +20.4% | -1.6% |
| 1Y | -6.3% | -23.5% | +17.3% | -1.4% |
| 3Y | +139.3% | +73.9% | +65.4% | +75.8% |
| 5Y | -12.1% | -6.6% | -5.5% | -29.4% |
| All | +34.9% | -9.3% | +44.2% | +7.4% |
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 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