+78.3%
SPY vs RKT
+75.2%
+3.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.1% | +4.7% | +0.1% |
| 7D | +3.3% | -7.5% | +10.8% | +3.9% |
| 30D | -2.7% | +26.6% | -29.3% | -4.7% |
| 3M | -1.7% | -2.4% | +0.7% | -1.7% |
| 6M | +3.1% | -7.4% | +10.5% | +3.1% |
| YTD | +11.9% | -29.2% | +41.1% | +13.5% |
| 1Y | +12.0% | -23.5% | +35.5% | +12.9% |
| All | +78.3% | +75.2% | +3.2% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling