-7.2%
RKT vs WELL
+215.5%
-222.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -2.0% |
| 7D | +6.0% | -1.3% | +7.3% | +6.7% |
| 30D | +0.7% | +0.5% | +0.1% | +0.2% |
| 3M | +11.8% | +19.1% | -7.3% | +0.4% |
| 6M | -7.6% | +17.0% | -24.6% | -16.5% |
| YTD | -28.7% | +29.2% | -57.9% | -39.8% |
| 1Y | -32.6% | +42.1% | -74.7% | -46.6% |
| 3Y | +42.1% | +204.5% | -162.4% | -34.8% |
| 5Y | -7.2% | +211.0% | -218.1% | -59.5% |
| All | -7.2% | +215.5% | -222.6% | -59.5% |
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 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