-68.0%
U vs RKT
-8.7%
-59.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.8% | +4.4% | +3.6% |
| 7D | +4.5% | +6.0% | -1.5% | +0.9% |
| 30D | -0.6% | +0.7% | -1.2% | -1.7% |
| 3M | +48.4% | +11.8% | +36.6% | +34.9% |
| 6M | +115.4% | -7.6% | +123.0% | +115.1% |
| YTD | -3.2% | -28.7% | +25.5% | +13.7% |
| 1Y | -6.0% | -32.6% | +26.5% | +12.5% |
| 3Y | +13.5% | +42.1% | -28.6% | -40.0% |
| 5Y | -68.0% | -7.2% | -60.9% | -79.2% |
| All | -68.0% | -8.7% | -59.3% | -79.2% |
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 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