+78.1%
IVV vs RKT
+75.2%
+2.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | -9.0% | +11.5% | +3.3% |
| 30D | -2.0% | +30.2% | -32.2% | -4.2% |
| 3M | -2.8% | -8.8% | +6.1% | -2.2% |
| 6M | +2.2% | -0.9% | +3.1% | +1.7% |
| YTD | +11.5% | -29.2% | +40.7% | +13.1% |
| 1Y | +13.5% | -20.1% | +33.6% | +14.0% |
| 3Y | +78.1% | +81.3% | -3.2% | +62.2% |
| All | +78.1% | +75.2% | +2.9% | +62.2% |
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