-22.2%
RKT vs WELL
+423.7%
-445.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.2% |
| 7D | +2.1% | -0.8% | +2.9% | +2.4% |
| 30D | +1.4% | -0.1% | +1.5% | +1.3% |
| 3M | +6.3% | +18.0% | -11.8% | -2.3% |
| 6M | -15.5% | +15.0% | -30.5% | -21.4% |
| YTD | -27.4% | +28.6% | -56.0% | -36.4% |
| 1Y | -26.6% | +42.9% | -69.5% | -39.1% |
| 3Y | +41.2% | +203.0% | -161.8% | -20.6% |
| 5Y | -6.4% | +206.9% | -213.3% | -49.0% |
| All | -22.2% | +423.7% | -445.9% | -64.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling