-15.0%
RKT vs ROIV
+298.6%
-313.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.3% |
| 7D | -3.8% | +9.5% | -13.3% | -5.2% |
| 30D | +32.8% | +21.0% | +11.9% | +28.9% |
| 3M | +0.8% | +18.7% | -17.9% | -2.3% |
| 6M | -2.6% | +44.5% | -47.1% | -8.7% |
| YTD | -25.4% | +92.9% | -118.3% | -33.1% |
| 1Y | -19.1% | +100.2% | -119.3% | -27.9% |
| 3Y | +83.2% | +375.0% | -291.8% | +44.7% |
| 5Y | +0.8% | +435.2% | -434.3% | -29.5% |
| All | -15.0% | +298.6% | -313.5% | -36.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling