+83.4%
SNOW vs RKT
+75.2%
+8.2%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +5.5% | -9.0% | +14.4% | +6.5% |
| 30D | -13.2% | +30.2% | -43.4% | -16.0% |
| 3M | -13.7% | -8.8% | -4.9% | -13.1% |
| 6M | +91.0% | -0.9% | +91.9% | +89.9% |
| YTD | +32.7% | -29.2% | +61.8% | +36.1% |
| 1Y | +13.3% | -20.1% | +33.3% | +14.7% |
| 3Y | +83.4% | +81.3% | +2.0% | +60.3% |
| All | +83.4% | +75.2% | +8.2% | +60.3% |
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