-10.5%
RKT vs ROIV
+287.3%
-297.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.2% |
| 7D | +10.3% | +13.3% | -3.0% | +8.2% |
| 30D | +32.3% | +14.8% | +17.6% | +29.4% |
| 3M | +10.7% | +11.9% | -1.2% | +8.2% |
| 6M | -3.2% | +42.4% | -45.6% | -9.0% |
| YTD | -21.5% | +87.4% | -109.0% | -29.3% |
| 1Y | -6.0% | +97.2% | -103.2% | -16.0% |
| 3Y | +104.2% | +375.7% | -271.5% | +61.6% |
| 5Y | +2.5% | +379.0% | -376.5% | -27.9% |
| All | -10.5% | +287.3% | -297.9% | -32.9% |
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