+95.3%
RKT vs OVV
+34.1%
+61.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.3% | +1.6% |
| 7D | +17.7% | -16.7% | +34.3% | +15.6% |
| 30D | +31.6% | -1.5% | +33.1% | +31.3% |
| 3M | +13.9% | +1.6% | +12.3% | +14.0% |
| 6M | +2.8% | +2.0% | +0.8% | +3.6% |
| YTD | -22.2% | +56.8% | -79.0% | -23.8% |
| 1Y | -3.5% | +64.8% | -68.4% | -5.9% |
| 3Y | +95.3% | +38.3% | +57.0% | +84.4% |
| All | +95.3% | +34.1% | +61.2% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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