+1,144.9%
STX vs RKT
-8.7%
+1,153.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.8% | +8.3% | +6.8% |
| 7D | +10.7% | +6.0% | +4.8% | +9.4% |
| 30D | +11.3% | +0.7% | +10.6% | +10.8% |
| 3M | +3.2% | +11.8% | -8.6% | -0.7% |
| 6M | +157.0% | -7.6% | +164.6% | +155.3% |
| YTD | +229.2% | -28.7% | +257.9% | +243.4% |
| 1Y | +381.8% | -32.6% | +414.4% | +405.8% |
| 3Y | +1,383.2% | +42.1% | +1,341.1% | +1,078.6% |
| 5Y | +1,144.9% | -7.2% | +1,152.0% | +968.9% |
| All | +1,144.9% | -8.7% | +1,153.5% | +968.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling