-0.3%
SPOT vs RKT
-9.4%
+9.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.7% | -4.1% | +3.4% |
| 7D | +16.6% | +29.7% | -13.2% | +12.7% |
| 30D | +29.9% | +28.5% | +1.4% | +25.6% |
| 3M | +31.3% | +6.4% | +24.9% | +28.8% |
| 6M | +43.2% | +7.1% | +36.1% | +39.8% |
| YTD | +8.1% | -22.5% | +30.6% | +7.3% |
| 1Y | -0.3% | -10.4% | +10.1% | -3.6% |
| All | -0.3% | -9.4% | +9.1% | -3.6% |
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