+234.1%
TER vs RKT
-33.8%
+267.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.8% | +5.9% | +3.9% |
| 7D | +12.4% | -1.0% | +13.3% | +12.5% |
| 30D | +5.1% | -2.4% | +7.5% | +5.5% |
| 3M | +4.0% | +1.9% | +2.1% | +2.0% |
| 6M | +29.5% | -13.9% | +43.4% | +31.6% |
| YTD | +98.5% | -30.6% | +129.1% | +104.9% |
| 1Y | +234.1% | -34.4% | +268.4% | +242.4% |
| All | +234.1% | -33.8% | +267.9% | +242.4% |
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