+357.5%
TQQQ vs RKT
-11.2%
+368.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +1.9% | +0.1% |
| 7D | +2.8% | -1.0% | +3.8% | +3.1% |
| 30D | -3.0% | -2.4% | -0.7% | -2.4% |
| 3M | -2.7% | +1.9% | -4.6% | -3.9% |
| 6M | +45.4% | -13.9% | +59.3% | +51.5% |
| YTD | +36.3% | -30.6% | +66.9% | +50.9% |
| 1Y | +53.4% | -34.4% | +87.8% | +71.8% |
| 3Y | +265.6% | +38.2% | +227.4% | +178.5% |
| 5Y | +101.7% | -9.7% | +111.4% | +62.4% |
| All | +357.5% | -11.2% | +368.7% | +252.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling