+149.6%
IVV vs RKT
-8.7%
+158.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.4% |
| 7D | +0.5% | +6.0% | -5.5% | 0.0% |
| 30D | -1.0% | +0.7% | -1.6% | -1.1% |
| 3M | +3.9% | +11.8% | -8.0% | +2.4% |
| 6M | +14.5% | -7.6% | +22.1% | +14.5% |
| YTD | +12.9% | -28.7% | +41.6% | +15.1% |
| 1Y | +19.4% | -32.6% | +51.9% | +22.0% |
| 3Y | +78.8% | +42.1% | +36.7% | +65.3% |
| 5Y | +82.2% | -7.2% | +89.3% | +67.0% |
| All | +149.6% | -8.7% | +158.3% | +125.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling