-9.7%
RKT vs VIVK
-100.0%
+90.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.4% | -4.2% | -1.8% |
| 7D | -7.2% | -9.5% | +2.2% | -7.1% |
| 30D | -7.9% | -35.1% | +27.2% | -7.4% |
| 3M | +5.2% | -93.4% | +98.5% | +8.7% |
| 6M | -14.9% | -98.0% | +83.1% | -11.2% |
| YTD | -31.9% | -97.9% | +66.0% | -29.2% |
| 1Y | -36.9% | -100.0% | +63.1% | -30.8% |
| 3Y | +35.7% | -100.0% | +135.7% | +44.8% |
| 5Y | -9.7% | -100.0% | +90.3% | -2.5% |
| All | -9.7% | -100.0% | +90.3% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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