-27.0%
RKT vs WCC
+754.1%
-781.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.5% | -0.7% |
| 7D | -7.2% | +1.7% | -8.9% | -7.8% |
| 30D | -7.9% | -6.1% | -1.8% | -6.2% |
| 3M | +5.2% | +3.1% | +2.1% | +3.2% |
| 6M | -14.9% | +28.2% | -43.1% | -22.3% |
| YTD | -31.9% | +41.1% | -73.0% | -39.9% |
| 1Y | -36.9% | +61.3% | -98.2% | -47.0% |
| 3Y | +35.7% | +123.6% | -87.9% | -1.0% |
| 5Y | -9.7% | +214.8% | -224.5% | -40.4% |
| All | -27.0% | +754.1% | -781.1% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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