+12.8%
TEAM vs RKT
-21.9%
+34.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.4% |
| 7D | -0.4% | +2.1% | -2.5% | -0.9% |
| 30D | +67.3% | +1.4% | +65.9% | +66.7% |
| 3M | +86.8% | +6.3% | +80.5% | +84.3% |
| 6M | +146.8% | -15.5% | +162.3% | +149.6% |
| YTD | +16.9% | -27.4% | +44.3% | +20.3% |
| 1Y | +12.8% | -26.6% | +39.4% | +11.0% |
| All | +12.8% | -21.9% | +34.7% | +11.0% |
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 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