+109.0%
UBER vs RKT
-12.8%
+121.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.4% |
| 7D | -4.5% | -7.2% | +2.8% | -3.3% |
| 30D | -7.6% | -7.9% | +0.3% | -6.5% |
| 3M | +5.8% | +5.2% | +0.6% | +4.5% |
| 6M | +0.3% | -14.9% | +15.2% | +1.8% |
| YTD | -11.2% | -31.9% | +20.7% | -7.3% |
| 1Y | -23.0% | -36.9% | +13.9% | -19.0% |
| 3Y | +53.6% | +35.7% | +17.9% | +33.7% |
| 5Y | +81.9% | -9.7% | +91.6% | +58.1% |
| All | +109.0% | -12.8% | +121.8% | +75.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling