-70.0%
U vs RKT
+2.8%
-72.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.6% |
| 7D | +32.3% | +10.3% | +22.0% | +25.0% |
| 30D | +9.7% | +32.3% | -22.6% | -7.4% |
| 3M | +19.6% | +10.7% | +8.9% | +10.7% |
| 6M | +82.6% | -3.2% | +85.8% | +77.8% |
| YTD | +16.4% | -21.5% | +38.0% | +28.1% |
| 1Y | +28.5% | -6.0% | +34.5% | +26.0% |
| 3Y | +103.8% | +104.2% | -0.5% | -22.5% |
| 5Y | -70.0% | +2.5% | -72.5% | -82.4% |
| All | -70.0% | +2.8% | -72.8% | -82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling