+202.8%
TER vs RKT
-6.6%
+209.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +5.8% |
| 7D | +0.6% | +2.1% | -1.5% | 0.0% |
| 30D | -8.3% | +1.4% | -9.7% | -8.9% |
| 3M | -12.2% | +6.3% | -18.5% | -14.5% |
| 6M | +17.1% | -15.5% | +32.5% | +20.8% |
| YTD | +84.7% | -27.4% | +112.0% | +96.2% |
| 1Y | +199.9% | -26.6% | +226.5% | +214.1% |
| 3Y | +232.8% | +41.2% | +191.5% | +156.6% |
| All | +202.8% | -6.6% | +209.5% | +150.0% |
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 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