-23.6%
RKT vs VIAV
+172.5%
-196.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +11.2% | -12.9% | -4.5% |
| 7D | +6.0% | +11.3% | -5.3% | +2.9% |
| 30D | +0.7% | -1.0% | +1.7% | -0.1% |
| 3M | +11.8% | -20.5% | +32.3% | +15.1% |
| 6M | -7.6% | +39.0% | -46.6% | -23.1% |
| YTD | -28.7% | +117.5% | -146.1% | -51.3% |
| 1Y | -32.6% | +233.8% | -266.3% | -61.9% |
| 3Y | +42.1% | +295.4% | -253.3% | -29.6% |
| 5Y | -7.2% | +134.3% | -141.4% | -42.0% |
| All | -23.6% | +172.5% | -196.1% | -51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling