+45.1%
RKT vs ROIV
+200.3%
-155.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.6% |
| 7D | +2.1% | +0.6% | +1.5% | +1.9% |
| 30D | +1.4% | +1.0% | +0.5% | +1.0% |
| 3M | +6.3% | +18.3% | -12.0% | +0.4% |
| 6M | -15.5% | +18.3% | -33.8% | -20.4% |
| YTD | -27.4% | +61.0% | -88.3% | -37.6% |
| 1Y | -26.6% | +177.9% | -204.5% | -47.9% |
| All | +45.1% | +200.3% | -155.2% | -5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling