+20.7%
XLK vs RDDT
-48.8%
+69.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.0% | -6.0% | -0.7% |
| 7D | -7.6% | -24.4% | +16.8% | -5.1% |
| 30D | -12.2% | -32.3% | +20.1% | -8.8% |
| 3M | -5.5% | -36.3% | +30.9% | -1.5% |
| 6M | +9.2% | -39.7% | +48.9% | +13.4% |
| YTD | +23.0% | -55.7% | +78.7% | +29.0% |
| 1Y | +20.7% | -45.7% | +66.4% | +21.7% |
| All | +20.7% | -48.8% | +69.6% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 RDDT 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