+55.7%
T vs RKT
+2.8%
+52.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.7% |
| 7D | +1.7% | +10.3% | -8.6% | +1.0% |
| 30D | -1.7% | +32.3% | -34.0% | -3.6% |
| 3M | -7.3% | +10.7% | -18.0% | -8.2% |
| 6M | -11.2% | -3.2% | -8.0% | -11.5% |
| YTD | -8.1% | -21.5% | +13.5% | -7.6% |
| 1Y | -8.0% | -6.0% | -2.0% | -9.1% |
| 3Y | +62.1% | +104.2% | -42.1% | +40.6% |
| 5Y | +55.7% | +2.5% | +53.2% | +43.0% |
| All | +55.7% | +2.8% | +52.9% | +43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling