+14.6%
SNOW vs RKT
-29.5%
+44.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +5.5% | -9.0% | +14.4% | +7.6% |
| 30D | -13.2% | +30.2% | -43.4% | -18.7% |
| 3M | -13.7% | -8.8% | -4.9% | -12.6% |
| 6M | +91.0% | -0.9% | +91.9% | +87.9% |
| YTD | +32.7% | -29.2% | +61.8% | +38.6% |
| 1Y | +13.3% | -20.1% | +33.3% | +14.7% |
| 3Y | +83.4% | +81.3% | +2.0% | +34.7% |
| 5Y | -24.7% | -6.6% | -18.1% | -40.1% |
| All | +14.6% | -29.5% | +44.1% | -6.1% |
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