+46.2%
SLB vs RKT
-9.4%
+55.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.7% | -9.8% | -1.5% |
| 7D | -4.1% | +29.7% | -33.8% | -5.6% |
| 30D | +2.5% | +28.5% | -26.0% | +1.0% |
| 3M | +2.0% | +6.4% | -4.4% | +1.6% |
| 6M | -6.3% | +7.1% | -13.5% | -7.4% |
| YTD | +36.5% | -22.5% | +59.0% | +38.2% |
| 1Y | +46.2% | -10.4% | +56.7% | +44.0% |
| All | +46.2% | -9.4% | +55.7% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling