+588.1%
SMH vs RKT
-12.9%
+601.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +0.3% | -6.3% | +6.5% | +1.2% |
| 30D | -2.8% | -6.2% | +3.4% | -2.0% |
| 3M | -6.7% | -1.9% | -4.9% | -6.9% |
| 6M | +41.8% | -13.0% | +54.8% | +43.3% |
| YTD | +57.9% | -31.9% | +89.8% | +64.0% |
| 1Y | +87.6% | -37.6% | +125.2% | +96.3% |
| 3Y | +282.9% | +36.8% | +246.1% | +243.3% |
| 5Y | +330.4% | -9.7% | +340.1% | +282.4% |
| All | +588.1% | -12.9% | +601.0% | +502.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling