-25.7%
RKT vs RVTY
+2.9%
-28.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.2% | -1.4% |
| 7D | -1.0% | -5.4% | +4.5% | +2.0% |
| 30D | -2.4% | +6.7% | -9.1% | -5.8% |
| 3M | +1.9% | +19.0% | -17.1% | -7.5% |
| 6M | -13.9% | +34.6% | -48.5% | -26.9% |
| YTD | -30.6% | +28.3% | -58.9% | -40.0% |
| 1Y | -34.4% | +46.0% | -80.4% | -47.0% |
| 3Y | +38.2% | +16.9% | +21.3% | +20.4% |
| 5Y | -9.7% | -32.9% | +23.3% | -6.0% |
| All | -25.7% | +2.9% | -28.6% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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