+104.2%
RKT vs WING
-13.5%
+117.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.4% | -7.5% | -0.7% |
| 7D | +10.3% | +8.6% | +1.8% | +8.6% |
| 30D | +32.3% | +44.8% | -12.4% | +23.4% |
| 3M | +10.7% | +51.9% | -41.2% | +1.6% |
| 6M | -3.2% | +37.2% | -40.4% | -9.2% |
| YTD | -21.5% | -25.3% | +3.8% | -18.3% |
| 1Y | -6.0% | -25.1% | +19.1% | -2.1% |
| 3Y | +104.2% | -12.9% | +117.1% | +51.3% |
| All | +104.2% | -13.5% | +117.7% | +51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling