-25.7%
RKT vs WELL
+423.1%
-448.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.5% |
| 7D | -1.0% | -1.1% | +0.2% | -0.4% |
| 30D | -2.4% | +0.7% | -3.1% | -2.9% |
| 3M | +1.9% | +14.5% | -12.6% | -4.9% |
| 6M | -13.9% | +14.4% | -28.3% | -19.7% |
| YTD | -30.6% | +28.5% | -59.1% | -39.2% |
| 1Y | -34.4% | +41.8% | -76.1% | -45.4% |
| 3Y | +38.2% | +202.8% | -164.6% | -22.3% |
| 5Y | -9.7% | +208.8% | -218.5% | -50.9% |
| All | -25.7% | +423.1% | -448.8% | -65.9% |
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