-32.6%
RKT vs IWD
+28.8%
-61.4%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | +0.4% |
| 7D | +6.0% | -0.2% | +6.2% | +6.6% |
| 30D | +0.7% | -0.8% | +1.4% | +3.0% |
| 3M | +11.8% | +8.0% | +3.8% | -8.4% |
| 6M | -7.6% | +18.2% | -25.8% | -39.6% |
| YTD | -28.7% | +22.3% | -51.0% | -56.6% |
| 1Y | -32.6% | +28.9% | -61.5% | -63.3% |
| All | -32.6% | +28.8% | -61.4% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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