+432.9%
SNXX vs RKT
-32.9%
+465.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.1% | +24.5% | +24.0% |
| 7D | +34.9% | +2.1% | +32.8% | +33.0% |
| 30D | +52.5% | +1.4% | +51.1% | +51.1% |
| 3M | -41.3% | +6.3% | -47.6% | -44.7% |
| 6M | +293.8% | -15.5% | +309.2% | +285.7% |
| All | +432.9% | -32.9% | +465.8% | +384.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling