+54.6%
TER vs RKT
0.0%
+54.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.2% |
| 7D | -20.5% | +17.7% | -38.1% | -23.9% |
| 30D | -47.0% | +31.6% | -78.7% | -51.0% |
| 3M | -43.3% | +13.9% | -57.2% | -45.9% |
| 6M | -42.9% | +2.8% | -45.7% | -44.6% |
| YTD | +12.9% | -22.2% | +35.1% | +16.7% |
| 1Y | +18.2% | -3.5% | +21.7% | +15.6% |
| 3Y | +151.8% | +95.3% | +56.5% | +71.8% |
| All | +54.6% | 0.0% | +54.6% | +20.3% |
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 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