+1.7%
RKT vs ROIV
+378.2%
-376.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.2% | -4.6% | +0.6% |
| 7D | +17.7% | +5.3% | +12.3% | +16.6% |
| 30D | +31.6% | +11.9% | +19.8% | +29.1% |
| 3M | +13.9% | +10.7% | +3.2% | +11.3% |
| 6M | +2.8% | +34.9% | -32.1% | -3.0% |
| YTD | -22.2% | +79.2% | -101.4% | -30.0% |
| 1Y | -3.5% | +89.0% | -92.5% | -14.1% |
| 3Y | +95.3% | +337.3% | -242.1% | +52.9% |
| All | +1.7% | +378.2% | -376.6% | -32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling