-5.4%
RKT vs ACWI
+58.7%
-64.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | -9.0% | +2.4% | -11.4% | -12.3% |
| 30D | +30.2% | -1.7% | +31.9% | +33.0% |
| 3M | -8.8% | -3.9% | -4.9% | -3.3% |
| 6M | -0.9% | +0.8% | -1.7% | -1.7% |
| YTD | -29.2% | +11.0% | -40.2% | -38.7% |
| 1Y | -20.1% | +13.1% | -33.1% | -32.4% |
| 3Y | +81.3% | +73.9% | +7.4% | -23.5% |
| All | -5.4% | +58.7% | -64.1% | -54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling