+2,182.8%
STX vs RKT
-7.0%
+2,189.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.5% | +6.5% |
| 7D | +2.4% | +2.1% | +0.2% | +2.1% |
| 30D | +1.4% | +1.4% | -0.1% | +1.0% |
| 3M | -8.2% | +6.3% | -14.5% | -9.6% |
| 6M | +127.0% | -15.5% | +142.5% | +128.8% |
| YTD | +209.1% | -27.4% | +236.5% | +216.6% |
| 1Y | +365.4% | -26.6% | +392.0% | +374.5% |
| 3Y | +1,135.4% | +41.2% | +1,094.2% | +1,020.8% |
| 5Y | +991.5% | -6.4% | +997.9% | +871.1% |
| All | +2,182.8% | -7.0% | +2,189.8% | +1,884.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling