+151.9%
SHOP vs RKT
+90.6%
+61.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.3% | +1.9% |
| 7D | -2.7% | +10.3% | -13.0% | -4.9% |
| 30D | -11.0% | +32.3% | -43.3% | -17.3% |
| 3M | +0.3% | +10.7% | -10.4% | -2.5% |
| 6M | +37.7% | -3.2% | +40.9% | +37.2% |
| YTD | -5.5% | -21.5% | +16.0% | -2.1% |
| 1Y | -0.2% | -6.0% | +5.8% | -0.4% |
| 3Y | +151.9% | +104.2% | +47.7% | +102.1% |
| All | +151.9% | +90.6% | +61.2% | +102.1% |
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