-14.3%
UNH vs RKT
+35.1%
-49.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -1.2% |
| 7D | -3.2% | -7.2% | +4.1% | -3.1% |
| 30D | -3.5% | -7.9% | +4.4% | -3.4% |
| 3M | -4.2% | +5.2% | -9.3% | -4.3% |
| 6M | +38.3% | -14.9% | +53.2% | +38.2% |
| YTD | +19.2% | -31.9% | +51.1% | +19.3% |
| 1Y | +15.0% | -36.9% | +51.9% | +14.8% |
| All | -14.3% | +35.1% | -49.3% | -10.0% |
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