-7.4%
T vs RKT
-16.1%
+8.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +2.0% | -3.8% | +5.8% | +2.0% |
| 30D | -1.0% | +32.8% | -33.9% | -1.1% |
| 3M | -8.1% | +0.8% | -9.0% | -8.8% |
| 6M | -8.3% | -2.6% | -5.6% | -9.0% |
| YTD | -6.1% | -25.4% | +19.3% | -9.1% |
| 1Y | -7.4% | -19.1% | +11.7% | -11.1% |
| All | -7.4% | -16.1% | +8.8% | -11.1% |
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