+87.6%
SMH vs RKT
-38.3%
+126.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +0.3% | -6.3% | +6.5% | +1.5% |
| 30D | -2.8% | -6.2% | +3.4% | -1.8% |
| 3M | -6.7% | -1.9% | -4.9% | -7.1% |
| 6M | +41.8% | -13.0% | +54.8% | +42.7% |
| YTD | +57.9% | -31.9% | +89.8% | +62.7% |
| 1Y | +87.6% | -37.6% | +125.2% | +92.5% |
| All | +87.6% | -38.3% | +126.0% | +92.5% |
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