+286.8%
SMH vs RKT
+37.5%
+249.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.8% | +0.5% |
| 7D | +4.3% | -1.0% | +5.3% | +4.4% |
| 30D | +0.9% | -2.4% | +3.3% | +1.1% |
| 3M | -2.8% | +1.9% | -4.7% | -3.5% |
| 6M | +45.6% | -13.9% | +59.5% | +46.9% |
| YTD | +59.5% | -30.6% | +90.1% | +64.1% |
| 1Y | +93.4% | -34.4% | +127.8% | +99.6% |
| All | +286.8% | +37.5% | +249.3% | +241.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling