+99.7%
TXN vs RKT
-9.4%
+109.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.7% | -9.0% | -1.3% |
| 7D | +1.0% | +29.7% | -28.7% | -2.0% |
| 30D | +6.1% | +28.5% | -22.4% | +3.0% |
| 3M | +10.4% | +6.4% | +4.0% | +9.5% |
| 6M | +12.6% | +7.1% | +5.4% | +10.5% |
| YTD | +83.5% | -22.5% | +105.9% | +82.4% |
| 1Y | +99.7% | -10.4% | +110.2% | +94.5% |
| All | +99.7% | -9.4% | +109.1% | +94.5% |
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