+29.8%
SNOW vs RKT
-32.2%
+62.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.1% |
| 7D | -7.5% | -7.2% | -0.3% | -5.9% |
| 30D | -1.3% | -7.9% | +6.6% | +0.5% |
| 3M | +37.4% | +5.2% | +32.3% | +34.9% |
| 6M | +88.1% | -14.9% | +103.0% | +91.5% |
| YTD | +50.3% | -31.9% | +82.2% | +59.7% |
| 1Y | +46.0% | -36.9% | +82.9% | +56.9% |
| 3Y | +98.7% | +35.7% | +63.0% | +59.2% |
| 5Y | +3.5% | -9.7% | +13.2% | -16.4% |
| All | +29.8% | -32.2% | +62.0% | +8.1% |
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