-24.1%
RKT vs WCC
+713.6%
-737.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | 0.0% | -5.0% | -5.1% |
| 7D | -7.5% | +14.2% | -21.7% | -11.2% |
| 30D | +26.6% | -9.8% | +36.4% | +28.9% |
| 3M | -2.4% | -10.1% | +7.7% | -1.1% |
| 6M | -7.4% | -9.4% | +2.0% | -6.9% |
| YTD | -29.2% | +34.4% | -63.6% | -37.7% |
| 1Y | -23.5% | +23.3% | -46.8% | -30.8% |
| 3Y | +73.9% | +137.9% | -64.0% | +22.8% |
| 5Y | -6.6% | +144.0% | -150.6% | -37.3% |
| All | -24.1% | +713.6% | -737.8% | -62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling