+151.1%
IVV vs RKT
-7.0%
+158.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.3% |
| 7D | +0.1% | +2.1% | -2.0% | -0.1% |
| 30D | +0.1% | +1.4% | -1.4% | -0.2% |
| 3M | +2.0% | +6.3% | -4.3% | +1.1% |
| 6M | +13.0% | -15.5% | +28.5% | +13.9% |
| YTD | +13.6% | -27.4% | +41.0% | +15.7% |
| 1Y | +20.1% | -26.6% | +46.7% | +21.8% |
| 3Y | +77.6% | +41.2% | +36.4% | +64.3% |
| 5Y | +82.5% | -6.4% | +88.9% | +67.1% |
| All | +151.1% | -7.0% | +158.2% | +126.0% |
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 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