-27.1%
RKT vs RVMD
+723.3%
-750.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -6.3% | -3.0% | -3.3% | -5.8% |
| 30D | -6.2% | -0.7% | -5.5% | -6.1% |
| 3M | -1.9% | +36.5% | -38.4% | -7.4% |
| 6M | -13.0% | +104.6% | -117.6% | -24.7% |
| YTD | -31.9% | +155.8% | -187.8% | -44.1% |
| 1Y | -37.6% | +340.7% | -378.2% | -53.8% |
| 3Y | +36.8% | +519.9% | -483.1% | -9.4% |
| 5Y | -9.7% | +584.9% | -594.7% | -45.7% |
| All | -27.1% | +723.3% | -750.4% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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