-10.4%
RKT vs ROIV
+97.8%
-108.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +6.1% | +2.6% | +7.4% |
| 7D | +29.7% | +3.0% | +26.7% | +28.8% |
| 30D | +28.5% | +6.8% | +21.7% | +26.6% |
| 3M | +6.4% | +10.5% | -4.1% | +3.2% |
| 6M | +7.1% | +34.8% | -27.7% | -2.4% |
| YTD | -22.5% | +76.2% | -98.6% | -29.3% |
| 1Y | -10.4% | +92.4% | -102.8% | -20.6% |
| All | -10.4% | +97.8% | -108.3% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling