-3.5%
RKT vs ACWI
+10.2%
-13.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.7% |
| 7D | +17.7% | -2.4% | +20.0% | +22.7% |
| 30D | +31.6% | -5.2% | +36.8% | +45.1% |
| 3M | +13.9% | -4.8% | +18.7% | +24.9% |
| 6M | +2.8% | -1.3% | +4.1% | +4.7% |
| YTD | -22.2% | +8.4% | -30.6% | -34.7% |
| 1Y | -3.5% | +11.0% | -14.6% | -24.2% |
| All | -3.5% | +10.2% | -13.7% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling