+2.5%
RKT vs WELL
+227.7%
-225.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.3% |
| 7D | +10.3% | +3.5% | +6.8% | +8.3% |
| 30D | +32.3% | +9.7% | +22.6% | +25.4% |
| 3M | +10.7% | +4.8% | +5.9% | +7.3% |
| 6M | -3.2% | +16.1% | -19.3% | -12.6% |
| YTD | -21.5% | +34.7% | -56.2% | -36.1% |
| 1Y | -6.0% | +31.9% | -37.9% | -22.6% |
| 3Y | +104.2% | +209.9% | -105.6% | -12.4% |
| 5Y | +2.5% | +226.5% | -224.0% | -58.6% |
| All | +2.5% | +227.7% | -225.2% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling