-6.3%
RKT vs RVTY
-30.5%
+24.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | +2.1% | +1.1% | +1.0% | +1.5% |
| 30D | +1.4% | +13.2% | -11.8% | -6.0% |
| 3M | +6.3% | +27.2% | -21.0% | -8.6% |
| 6M | -15.5% | +32.4% | -47.9% | -29.3% |
| YTD | -27.4% | +34.9% | -62.2% | -40.5% |
| 1Y | -26.6% | +52.4% | -78.9% | -44.3% |
| 3Y | +41.2% | +12.3% | +29.0% | +22.9% |
| All | -6.3% | -30.5% | +24.3% | -2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling