+81.3%
RKT vs OVV
+58.8%
+22.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | +0.1% |
| 7D | -9.0% | +8.0% | -17.0% | -8.1% |
| 30D | +30.2% | -2.0% | +32.2% | +30.1% |
| 3M | -8.8% | +5.4% | -14.3% | -8.3% |
| 6M | -0.9% | +14.3% | -15.2% | +0.8% |
| YTD | -29.2% | +69.4% | -98.6% | -29.8% |
| 1Y | -20.1% | +72.4% | -92.4% | -20.9% |
| 3Y | +81.3% | +58.4% | +22.9% | +61.8% |
| All | +81.3% | +58.8% | +22.6% | +61.8% |
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