-24.1%
RKT vs WING
+7.0%
-31.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.5% | -0.6% | -3.8% |
| 7D | -7.5% | -3.9% | -3.6% | -6.5% |
| 30D | +26.6% | +26.6% | 0.0% | +18.2% |
| 3M | -2.4% | +42.5% | -44.9% | -12.8% |
| 6M | -7.4% | +29.4% | -36.8% | -15.4% |
| YTD | -29.2% | -32.8% | +3.6% | -23.2% |
| 1Y | -23.5% | -33.5% | +9.9% | -16.9% |
| 3Y | +73.9% | -23.4% | +97.3% | +59.9% |
| 5Y | -6.6% | -0.4% | -6.2% | -28.6% |
| All | -24.1% | +7.0% | -31.2% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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