-23.5%
RKT vs WELL
+29.6%
-53.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.0% | -4.1% | -5.0% |
| 7D | -7.5% | +0.1% | -7.6% | -7.5% |
| 30D | +26.6% | +6.8% | +19.8% | +26.1% |
| 3M | -2.4% | +6.7% | -9.2% | -2.7% |
| 6M | -7.4% | +13.8% | -21.2% | -8.0% |
| YTD | -29.2% | +33.8% | -63.0% | -25.9% |
| 1Y | -23.5% | +29.6% | -53.2% | -19.5% |
| All | -23.5% | +29.6% | -53.1% | -19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling