+72.2%
V vs RKT
-6.6%
+78.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.2% | -0.9% |
| 7D | -1.7% | +2.1% | -3.8% | -1.9% |
| 30D | +2.0% | +1.4% | +0.5% | +1.7% |
| 3M | +17.4% | +6.3% | +11.1% | +16.2% |
| 6M | +17.5% | -15.5% | +33.0% | +18.5% |
| YTD | +7.6% | -27.4% | +35.0% | +9.8% |
| 1Y | +7.7% | -26.6% | +34.3% | +9.4% |
| 3Y | +54.7% | +41.2% | +13.4% | +36.7% |
| All | +72.2% | -6.6% | +78.8% | +67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling