+264.1%
SRRK price history and return analytics
+153.4%
+110.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.2% | -4.3% |
| 7D | -2.6% | -0.1% | -2.5% | -2.5% |
| 30D | +5.3% | -0.7% | +5.9% | +5.9% |
| 3M | +19.8% | +4.0% | +15.8% | +15.2% |
| 6M | +23.5% | +12.3% | +11.2% | +10.5% |
| YTD | +24.0% | +14.0% | +10.0% | +9.4% |
| 1Y | +73.0% | +20.3% | +52.7% | +45.1% |
| 3Y | +788.1% | +75.4% | +712.7% | +436.5% |
| 5Y | +43.1% | +66.0% | -22.9% | -9.1% |
| All | +264.1% | +153.4% | +110.7% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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