+63.5%
SLB vs RKT
-31.9%
+95.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | +0.4% | +6.0% | -5.6% | 0.0% |
| 30D | +13.6% | +0.7% | +12.9% | +13.4% |
| 3M | +1.5% | +11.8% | -10.3% | -0.6% |
| 6M | +23.0% | -7.6% | +30.6% | +22.9% |
| YTD | +51.2% | -28.7% | +79.9% | +54.7% |
| 1Y | +63.5% | -32.6% | +96.1% | +68.8% |
| All | +63.5% | -31.9% | +95.4% | +68.8% |
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