-11.4%
RKT vs KWEB
-42.7%
+31.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.7% | -0.3% |
| 7D | -6.3% | -5.6% | -0.7% | -4.6% |
| 30D | -6.2% | -10.7% | +4.5% | -3.0% |
| 3M | -1.9% | -7.4% | +5.6% | +0.2% |
| 6M | -13.0% | -19.3% | +6.3% | -7.4% |
| YTD | -31.9% | -27.8% | -4.2% | -25.2% |
| 1Y | -37.6% | -35.9% | -1.6% | -29.1% |
| 3Y | +36.8% | -1.9% | +38.7% | +33.9% |
| All | -11.4% | -42.7% | +31.3% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling