+16.5%
SHOP vs RKT
-11.2%
+27.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.8% | -2.7% | -4.6% |
| 7D | -10.6% | -1.0% | -9.7% | -10.3% |
| 30D | -18.3% | -2.4% | -15.9% | -17.7% |
| 3M | +14.8% | +1.9% | +12.9% | +13.6% |
| 6M | -5.0% | -13.9% | +8.8% | -1.9% |
| YTD | -21.2% | -30.6% | +9.4% | -13.9% |
| 1Y | -11.6% | -34.4% | +22.8% | -2.6% |
| 3Y | +101.2% | +38.2% | +63.0% | +60.4% |
| 5Y | -15.7% | -9.7% | -6.0% | -31.3% |
| All | +16.5% | -11.2% | +27.7% | -6.0% |
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