-20.1%
RKT vs WCC
+22.3%
-42.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.4% |
| 7D | -9.0% | +9.9% | -18.9% | -10.9% |
| 30D | +30.2% | -8.4% | +38.6% | +31.3% |
| 3M | -8.8% | -10.3% | +1.5% | -7.9% |
| 6M | -0.9% | -10.5% | +9.5% | -0.1% |
| YTD | -29.2% | +32.2% | -61.4% | -45.6% |
| 1Y | -20.1% | +25.5% | -45.6% | -36.1% |
| All | -20.1% | +22.3% | -42.4% | -36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling