+72.6%
IGV vs RKT
-7.0%
+79.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -2.1% |
| 7D | -4.5% | +2.1% | -6.6% | -4.8% |
| 30D | +3.2% | +1.4% | +1.8% | +2.9% |
| 3M | +4.5% | +6.3% | -1.7% | +3.2% |
| 6M | +22.1% | -15.5% | +37.6% | +23.7% |
| YTD | -1.0% | -27.4% | +26.3% | +1.9% |
| 1Y | -2.1% | -26.6% | +24.5% | +0.3% |
| 3Y | +44.6% | +41.2% | +3.3% | +28.5% |
| 5Y | +22.2% | -6.4% | +28.6% | +7.6% |
| All | +72.6% | -7.0% | +79.7% | +50.4% |
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