-22.2%
RKT vs ACWI
+126.3%
-148.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.1% | +0.5% | +1.6% | +1.5% |
| 30D | +1.4% | +0.9% | +0.6% | +0.4% |
| 3M | +6.3% | +2.4% | +3.9% | +3.2% |
| 6M | -15.5% | +12.4% | -27.8% | -27.6% |
| YTD | -27.4% | +15.2% | -42.5% | -39.8% |
| 1Y | -26.6% | +22.7% | -49.3% | -44.4% |
| 3Y | +41.2% | +75.8% | -34.5% | -38.0% |
| 5Y | -6.4% | +67.7% | -74.1% | -55.8% |
| All | -22.2% | +126.3% | -148.5% | -78.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling