+33.8%
UNH vs RKT
-12.9%
+46.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -4.5% | -6.3% | +1.7% | -4.4% |
| 30D | -6.5% | -6.2% | -0.3% | -6.4% |
| 3M | -6.0% | -1.9% | -4.1% | -6.1% |
| 6M | +33.7% | -13.0% | +46.7% | +33.7% |
| YTD | +16.4% | -31.9% | +48.3% | +17.1% |
| 1Y | +10.1% | -37.6% | +47.6% | +10.9% |
| 3Y | -16.3% | +36.8% | -53.1% | -18.1% |
| 5Y | +2.1% | -9.7% | +11.8% | -0.4% |
| All | +33.8% | -12.9% | +46.6% | +28.6% |
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