-53.1%
TEAM vs RKT
-9.6%
-43.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +1.7% |
| 7D | -4.7% | -1.0% | -3.7% | -4.3% |
| 30D | +17.0% | -2.4% | +19.4% | +17.9% |
| 3M | +85.9% | +1.9% | +84.0% | +83.6% |
| 6M | +116.7% | -13.9% | +130.5% | +123.0% |
| YTD | +9.6% | -30.6% | +40.3% | +19.3% |
| 1Y | -2.5% | -34.4% | +31.8% | +7.1% |
| 3Y | -14.0% | +38.2% | -52.2% | -46.1% |
| 5Y | -53.1% | -9.7% | -43.4% | -67.8% |
| All | -53.1% | -9.6% | -43.5% | -67.8% |
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 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