+48.4%
T vs RKT
-4.5%
+52.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +2.0% | -3.8% | +5.8% | +2.1% |
| 30D | -1.0% | +32.8% | -33.9% | -2.2% |
| 3M | -8.1% | +0.8% | -9.0% | -8.3% |
| 6M | -8.3% | -2.6% | -5.6% | -8.5% |
| YTD | -6.1% | -25.4% | +19.3% | -5.7% |
| 1Y | -7.4% | -19.1% | +11.7% | -7.4% |
| 3Y | +65.4% | +83.2% | -17.7% | +56.4% |
| 5Y | +57.6% | +0.8% | +56.8% | +48.9% |
| All | +48.4% | -4.5% | +52.9% | +38.3% |
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