+43.2%
TER vs RKT
-9.4%
+52.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +8.7% | -15.5% | -8.9% |
| 7D | -19.9% | +29.7% | -49.6% | -25.8% |
| 30D | -43.5% | +28.5% | -72.0% | -47.7% |
| 3M | -37.8% | +6.4% | -44.2% | -39.0% |
| 6M | -25.6% | +7.1% | -32.7% | -28.8% |
| YTD | +29.8% | -22.5% | +52.3% | +33.1% |
| 1Y | +43.2% | -10.4% | +53.6% | +44.0% |
| All | +43.2% | -9.4% | +52.6% | +44.0% |
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