+32.8%
SNOW vs RKT
-27.7%
+60.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.1% | -4.3% | -5.2% |
| 7D | +2.8% | +2.1% | +0.7% | +2.4% |
| 30D | +6.4% | +1.4% | +5.0% | +6.0% |
| 3M | +38.1% | +6.3% | +31.8% | +35.0% |
| 6M | +100.4% | -15.5% | +115.8% | +104.1% |
| YTD | +53.7% | -27.4% | +81.1% | +61.0% |
| 1Y | +52.0% | -26.6% | +78.5% | +57.5% |
| 3Y | +114.7% | +41.2% | +73.4% | +70.6% |
| 5Y | +8.8% | -6.4% | +15.2% | -13.2% |
| All | +32.8% | -27.7% | +60.5% | +9.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling