+36.9%
RKT vs KWEB
-2.9%
+39.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.3% |
| 7D | -7.2% | -4.3% | -2.9% | -5.9% |
| 30D | -7.9% | -13.0% | +5.1% | -3.5% |
| 3M | +5.2% | -7.6% | +12.7% | +7.7% |
| 6M | -14.9% | -21.1% | +6.2% | -8.2% |
| YTD | -31.9% | -28.2% | -3.6% | -24.3% |
| 1Y | -36.9% | -34.9% | -2.0% | -28.0% |
| All | +36.9% | -2.9% | +39.8% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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