+4.6%
TSLA vs RKT
-21.9%
+26.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.1% | -4.8% | -5.7% |
| 7D | +1.5% | +2.1% | -0.6% | +1.1% |
| 30D | +10.1% | +1.4% | +8.7% | +9.7% |
| 3M | -15.4% | +6.3% | -21.7% | -16.4% |
| 6M | -12.8% | -15.5% | +2.7% | -11.7% |
| YTD | -21.3% | -27.4% | +6.1% | -19.5% |
| 1Y | +4.6% | -26.6% | +31.2% | +9.2% |
| All | +4.6% | -21.9% | +26.5% | +9.2% |
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