-25.7%
RKT vs WEC
+40.1%
-65.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -1.9% | -2.3% |
| 7D | -1.0% | +0.4% | -1.4% | -1.2% |
| 30D | -2.4% | +0.9% | -3.3% | -3.0% |
| 3M | +1.9% | -5.3% | +7.2% | +4.7% |
| 6M | -13.9% | -6.6% | -7.3% | -10.9% |
| YTD | -30.6% | +3.3% | -33.9% | -32.3% |
| 1Y | -34.4% | +2.1% | -36.4% | -35.6% |
| 3Y | +38.2% | +39.6% | -1.4% | +11.2% |
| 5Y | -9.7% | +31.2% | -40.8% | -24.8% |
| All | -25.7% | +40.1% | -65.8% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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