-18.7%
RKT vs ROIV
+295.0%
-313.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +18.8% | -20.5% | -4.7% |
| 7D | +6.0% | +20.2% | -14.2% | +2.7% |
| 30D | +0.7% | +14.1% | -13.5% | -1.7% |
| 3M | +11.8% | +45.6% | -33.8% | +5.0% |
| 6M | -7.6% | +44.1% | -51.8% | -13.2% |
| YTD | -28.7% | +91.2% | -119.8% | -35.8% |
| 1Y | -32.6% | +221.3% | -253.9% | -43.9% |
| 3Y | +42.1% | +229.2% | -187.1% | +16.0% |
| 5Y | -7.2% | +316.5% | -323.6% | -30.7% |
| All | -18.7% | +295.0% | -313.7% | -39.1% |
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