-9.7%
RKT vs VIAV
+128.3%
-138.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.5% | +2.8% | -0.7% |
| 7D | -7.2% | +11.2% | -18.5% | -9.9% |
| 30D | -7.9% | -2.6% | -5.3% | -8.2% |
| 3M | +5.2% | -20.1% | +25.3% | +8.0% |
| 6M | -14.9% | +25.8% | -40.7% | -27.3% |
| YTD | -31.9% | +109.9% | -141.7% | -53.6% |
| 1Y | -36.9% | +214.3% | -251.2% | -64.3% |
| 3Y | +35.7% | +281.6% | -245.9% | -34.2% |
| 5Y | -9.7% | +132.6% | -142.3% | -41.3% |
| All | -9.7% | +128.3% | -138.0% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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