+3.7%
U vs RKT
-21.9%
+25.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.5% |
| 7D | -3.8% | +2.1% | -5.9% | -4.7% |
| 30D | +17.5% | +1.4% | +16.0% | +15.7% |
| 3M | +38.7% | +6.3% | +32.5% | +31.6% |
| 6M | +104.4% | -15.5% | +119.9% | +116.8% |
| YTD | -5.7% | -27.4% | +21.7% | +14.0% |
| 1Y | +3.7% | -26.6% | +30.3% | +24.9% |
| All | +3.7% | -21.9% | +25.6% | +24.9% |
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 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