-2.5%
TEAM vs RKT
-33.8%
+31.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +1.4% |
| 7D | -4.7% | -1.0% | -3.7% | -4.4% |
| 30D | +17.0% | -2.4% | +19.4% | +17.7% |
| 3M | +85.9% | +1.9% | +84.0% | +85.3% |
| 6M | +116.7% | -13.9% | +130.5% | +119.6% |
| YTD | +9.6% | -30.6% | +40.3% | +13.6% |
| 1Y | -2.5% | -34.4% | +31.8% | -6.8% |
| All | -2.5% | -33.8% | +31.3% | -6.8% |
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