-23.0%
UBER vs RKT
-38.3%
+15.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.3% |
| 7D | -4.5% | -7.2% | +2.8% | -3.4% |
| 30D | -7.6% | -7.9% | +0.3% | -6.6% |
| 3M | +5.8% | +5.2% | +0.6% | +4.9% |
| 6M | +0.3% | -14.9% | +15.2% | +0.6% |
| YTD | -11.2% | -31.9% | +20.7% | -10.2% |
| 1Y | -23.0% | -36.9% | +13.9% | -24.4% |
| All | -23.0% | -38.3% | +15.4% | -24.4% |
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 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