+76.4%
SLB vs RKT
-7.1%
+83.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +3.5% | -9.0% | +12.5% | +4.3% |
| 30D | +6.5% | +30.2% | -23.7% | +4.0% |
| 3M | -0.2% | -8.8% | +8.6% | +0.3% |
| 6M | -5.7% | -0.9% | -4.8% | -6.4% |
| YTD | +36.8% | -29.2% | +66.0% | +39.3% |
| 1Y | +45.8% | -20.1% | +65.8% | +46.6% |
| 3Y | +3.4% | +81.3% | -78.0% | -7.1% |
| All | +76.4% | -7.1% | +83.4% | +82.6% |
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