-14.6%
TEAM vs RKT
+40.6%
-55.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.8% | -5.2% | -6.6% |
| 7D | -5.7% | +6.0% | -11.7% | -6.6% |
| 30D | +18.3% | +0.7% | +17.7% | +18.2% |
| 3M | +80.2% | +11.8% | +68.4% | +77.0% |
| 6M | +111.0% | -7.6% | +118.6% | +111.8% |
| YTD | +8.8% | -28.7% | +37.5% | +12.7% |
| 1Y | +2.2% | -32.6% | +34.7% | +6.1% |
| 3Y | -14.6% | +42.1% | -56.7% | -28.3% |
| All | -14.6% | +40.6% | -55.2% | -28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling