-20.0%
RKT vs WELL
+451.1%
-471.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.5% | -5.3% | -5.1% |
| 7D | +4.6% | +3.0% | +1.6% | +3.3% |
| 30D | +25.9% | +10.2% | +15.7% | +20.4% |
| 3M | +5.0% | +6.1% | -1.1% | +1.9% |
| 6M | -7.9% | +16.6% | -24.5% | -15.1% |
| YTD | -25.4% | +35.3% | -60.7% | -36.2% |
| 1Y | -15.4% | +31.5% | -46.9% | -26.8% |
| 3Y | +83.3% | +206.5% | -123.2% | +2.2% |
| 5Y | -0.8% | +222.0% | -222.8% | -47.2% |
| All | -20.0% | +451.1% | -471.1% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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