+3.6%
SNOW vs RKT
-9.6%
+13.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.3% |
| 7D | +8.4% | -1.0% | +9.3% | +8.9% |
| 30D | -1.0% | -2.4% | +1.4% | -0.3% |
| 3M | +38.3% | +1.9% | +36.4% | +35.8% |
| 6M | +81.3% | -13.9% | +95.2% | +84.9% |
| YTD | +51.1% | -30.6% | +81.7% | +63.3% |
| 1Y | +47.0% | -34.4% | +81.3% | +60.2% |
| 3Y | +99.7% | +38.2% | +61.6% | +26.5% |
| 5Y | +3.6% | -9.7% | +13.3% | -24.7% |
| All | +3.6% | -9.6% | +13.2% | -24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling