+250.7%
TQQQ vs RKT
+35.0%
+215.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.6% | +2.6% |
| 7D | -1.9% | -6.3% | +4.3% | 0.0% |
| 30D | -4.9% | -6.2% | +1.3% | -3.1% |
| 3M | -6.4% | -1.9% | -4.5% | -6.3% |
| 6M | +44.4% | -13.0% | +57.4% | +48.9% |
| YTD | +35.2% | -31.9% | +67.1% | +47.0% |
| 1Y | +49.5% | -37.6% | +87.1% | +65.1% |
| 3Y | +250.7% | +36.8% | +213.9% | +181.9% |
| All | +250.7% | +35.0% | +215.8% | +181.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling