+45.2%
UBER vs RKT
+37.5%
+7.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | -0.1% | -2.4% |
| 7D | -7.0% | -1.0% | -6.1% | -6.9% |
| 30D | -8.9% | -2.4% | -6.5% | -8.7% |
| 3M | +1.0% | +1.9% | -0.9% | +0.4% |
| 6M | -3.7% | -13.9% | +10.1% | -2.8% |
| YTD | -13.0% | -30.6% | +17.6% | -10.5% |
| 1Y | -25.5% | -34.4% | +8.8% | -23.2% |
| All | +45.2% | +37.5% | +7.7% | +25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling