+112.8%
SHOP vs RKT
+40.6%
+72.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.8% | -5.8% | -7.1% |
| 7D | -4.1% | +6.0% | -10.1% | -5.6% |
| 30D | -11.5% | +0.7% | -12.2% | -11.7% |
| 3M | +21.1% | +11.8% | +9.2% | +16.8% |
| 6M | +3.0% | -7.6% | +10.6% | +4.0% |
| YTD | -16.7% | -28.7% | +12.0% | -10.4% |
| 1Y | -8.3% | -32.6% | +24.3% | -0.8% |
| 3Y | +112.8% | +42.1% | +70.7% | +51.1% |
| All | +112.8% | +40.6% | +72.2% | +51.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling