+44.6%
UNH vs RKT
-9.3%
+54.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +3.4% | -9.0% | +12.3% | +3.6% |
| 30D | +3.0% | +30.2% | -27.2% | +2.3% |
| 3M | +2.7% | -8.8% | +11.6% | +2.9% |
| 6M | +2.8% | -0.9% | +3.7% | +2.6% |
| YTD | +25.9% | -29.2% | +55.1% | +26.4% |
| 1Y | +25.8% | -20.1% | +45.9% | +25.9% |
| 3Y | -20.0% | +81.3% | -101.4% | -22.5% |
| 5Y | -2.8% | -6.6% | +3.8% | -5.4% |
| All | +44.6% | -9.3% | +54.0% | +38.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling