+81.3%
RKT vs IWD
+85.1%
-3.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.4% |
| 7D | -9.0% | +2.3% | -11.2% | -12.4% |
| 30D | +30.2% | +3.6% | +26.6% | +22.7% |
| 3M | -8.8% | +2.2% | -11.0% | -11.9% |
| 6M | -0.9% | +13.0% | -13.9% | -18.4% |
| YTD | -29.2% | +26.5% | -55.7% | -50.4% |
| 1Y | -20.1% | +30.1% | -50.2% | -46.1% |
| 3Y | +81.3% | +84.9% | -3.5% | -54.4% |
| All | +81.3% | +85.1% | -3.8% | -54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling