+128.5%
TXN vs RKT
-8.7%
+137.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.4% |
| 7D | +2.2% | +6.0% | -3.8% | +1.5% |
| 30D | -9.5% | +0.7% | -10.1% | -9.7% |
| 3M | -10.5% | +11.8% | -22.4% | -12.0% |
| 6M | +35.4% | -7.6% | +43.0% | +35.4% |
| YTD | +51.8% | -28.7% | +80.4% | +55.4% |
| 1Y | +42.9% | -32.6% | +75.5% | +46.8% |
| 3Y | +71.3% | +42.1% | +29.2% | +56.5% |
| 5Y | +58.0% | -7.2% | +65.2% | +43.4% |
| All | +128.5% | -8.7% | +137.2% | +104.4% |
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