-6.4%
T vs RKT
-9.4%
+3.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.7% | -6.6% | +2.0% |
| 7D | +5.5% | +29.7% | -24.3% | +5.3% |
| 30D | -8.9% | +28.5% | -37.4% | -9.1% |
| 3M | -5.6% | +6.4% | -12.0% | -6.2% |
| 6M | -14.3% | +7.1% | -21.4% | -14.6% |
| YTD | -7.9% | -22.5% | +14.5% | -10.6% |
| 1Y | -6.4% | -10.4% | +4.0% | -10.1% |
| All | -6.4% | -9.4% | +3.0% | -10.1% |
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