+47.8%
T vs RKT
-9.3%
+57.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.5% | -9.0% | +11.5% | +2.9% |
| 30D | -3.8% | +30.2% | -34.0% | -4.8% |
| 3M | -8.7% | -8.8% | +0.1% | -8.6% |
| 6M | -8.1% | -0.9% | -7.2% | -8.4% |
| YTD | -6.4% | -29.2% | +22.7% | -5.8% |
| 1Y | -9.8% | -20.1% | +10.3% | -9.7% |
| 3Y | +65.5% | +81.3% | -15.8% | +56.5% |
| 5Y | +57.0% | -6.6% | +63.6% | +48.5% |
| All | +47.8% | -9.3% | +57.2% | +38.1% |
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 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