+104.2%
RKT vs WM
+45.6%
+58.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | +10.3% | -0.5% | +10.8% | +10.4% |
| 30D | +32.3% | +13.3% | +19.0% | +31.3% |
| 3M | +10.7% | +4.4% | +6.3% | +10.2% |
| 6M | -3.2% | +10.8% | -14.0% | -3.9% |
| YTD | -21.5% | +9.1% | -30.6% | -22.2% |
| 1Y | -6.0% | +19.1% | -25.1% | -7.7% |
| 3Y | +104.2% | +45.7% | +58.6% | +89.7% |
| All | +104.2% | +45.6% | +58.6% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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