+147.4%
SPY vs RKT
-4.5%
+151.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -0.9% | -3.8% | +2.9% | -0.6% |
| 30D | -2.4% | +32.8% | -35.2% | -5.0% |
| 3M | -1.2% | +0.8% | -2.0% | -1.5% |
| 6M | +3.3% | -2.6% | +5.9% | +2.8% |
| YTD | +12.3% | -25.4% | +37.7% | +13.8% |
| 1Y | +12.4% | -19.1% | +31.5% | +13.0% |
| 3Y | +78.8% | +83.2% | -4.4% | +61.3% |
| 5Y | +75.2% | +0.8% | +74.3% | +59.5% |
| All | +147.4% | -4.5% | +151.9% | +121.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling