+66.7%
SNXX vs RKT
-28.4%
+95.0%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +8.7% | -24.4% | -18.1% |
| 7D | -47.8% | +29.7% | -77.5% | -53.4% |
| 30D | -66.0% | +28.5% | -94.5% | -69.7% |
| 3M | -57.5% | +6.4% | -63.9% | -58.2% |
| 6M | -66.7% | +7.1% | -73.9% | -67.9% |
| All | +66.7% | -28.4% | +95.0% | +48.8% |
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