+39.4%
RKT vs IVZ
+133.3%
-93.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.3% |
| 7D | -1.0% | +1.2% | -2.1% | -1.6% |
| 30D | -2.4% | +1.8% | -4.2% | -3.4% |
| 3M | +1.9% | +15.7% | -13.8% | -7.4% |
| 6M | -13.9% | +36.3% | -50.2% | -29.2% |
| YTD | -30.6% | +24.9% | -55.6% | -40.0% |
| 1Y | -34.4% | +48.9% | -83.3% | -49.2% |
| All | +39.4% | +133.3% | -93.9% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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