-2.2%
SHOP vs RKT
+2.8%
-5.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.3% | +1.7% |
| 7D | -2.7% | +10.3% | -13.0% | -6.8% |
| 30D | -11.0% | +32.3% | -43.3% | -22.4% |
| 3M | +0.3% | +10.7% | -10.4% | -5.3% |
| 6M | +37.7% | -3.2% | +40.9% | +36.3% |
| YTD | -5.5% | -21.5% | +16.0% | +0.6% |
| 1Y | -0.2% | -6.0% | +5.8% | -3.2% |
| 3Y | +151.9% | +104.2% | +47.7% | +10.1% |
| 5Y | -2.2% | +2.5% | -4.7% | -30.0% |
| All | -2.2% | +2.8% | -5.0% | -30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling