-23.5%
RKT vs WMB
+18.2%
-41.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.8% | -5.8% | -4.7% |
| 7D | -7.5% | +8.1% | -15.6% | -4.2% |
| 30D | +26.6% | -6.9% | +33.5% | +23.5% |
| 3M | -2.4% | -5.1% | +2.7% | -4.0% |
| 6M | -7.4% | -5.7% | -1.7% | -9.2% |
| YTD | -29.2% | +18.1% | -47.2% | -30.5% |
| 1Y | -23.5% | +18.4% | -41.9% | -24.9% |
| All | -23.5% | +18.2% | -41.7% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling