+25.0%
V vs RKT
-23.2%
+48.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.1% | +3.8% | -0.8% |
| 7D | -0.4% | -7.5% | +7.1% | +0.3% |
| 30D | +6.3% | +26.6% | -20.3% | +4.5% |
| 3M | +17.2% | -2.4% | +19.6% | +17.0% |
| 6M | +29.2% | -7.4% | +36.6% | +29.2% |
| YTD | +20.8% | -29.2% | +50.0% | +23.1% |
| 1Y | +25.0% | -23.5% | +48.5% | +25.9% |
| All | +25.0% | -23.2% | +48.2% | +25.9% |
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 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