+69.3%
T vs RKT
-7.0%
+76.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.9% |
| 7D | -1.3% | +2.1% | -3.4% | -1.4% |
| 30D | +11.4% | +1.4% | +9.9% | +11.2% |
| 3M | +14.3% | +6.3% | +8.0% | +13.8% |
| 6M | -9.3% | -15.5% | +6.2% | -9.0% |
| YTD | +7.1% | -27.4% | +34.5% | +7.8% |
| 1Y | -9.1% | -26.6% | +17.5% | -8.6% |
| 3Y | +105.3% | +41.2% | +64.1% | +96.7% |
| 5Y | +66.8% | -6.4% | +73.2% | +57.9% |
| All | +69.3% | -7.0% | +76.3% | +58.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling