+75.4%
IVV vs RKT
+85.3%
-9.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.2% |
| 7D | -2.7% | +17.7% | -20.4% | -4.0% |
| 30D | -5.4% | +31.6% | -37.0% | -7.6% |
| 3M | -4.1% | +13.9% | -18.0% | -5.3% |
| 6M | +0.7% | +2.8% | -2.1% | -0.1% |
| YTD | +8.7% | -22.2% | +30.9% | +9.5% |
| 1Y | +11.0% | -3.5% | +14.5% | +10.0% |
| 3Y | +75.4% | +95.3% | -19.8% | +57.2% |
| All | +75.4% | +85.3% | -9.8% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling