+95.3%
RKT vs ACWI
+70.3%
+24.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.7% |
| 7D | +17.7% | -2.4% | +20.0% | +21.4% |
| 30D | +31.6% | -5.2% | +36.8% | +41.1% |
| 3M | +13.9% | -4.8% | +18.7% | +21.7% |
| 6M | +2.8% | -1.3% | +4.1% | +5.3% |
| YTD | -22.2% | +8.4% | -30.6% | -28.6% |
| 1Y | -3.5% | +11.0% | -14.6% | -13.6% |
| 3Y | +95.3% | +70.6% | +24.7% | -44.0% |
| All | +95.3% | +70.3% | +24.9% | -44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling