+95.3%
RKT vs WMB
+97.7%
-2.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | +17.7% | -13.8% | +31.5% | +17.3% |
| 30D | +31.6% | -10.3% | +42.0% | +31.0% |
| 3M | +13.9% | -10.1% | +24.0% | +13.2% |
| 6M | +2.8% | -11.8% | +14.6% | +1.9% |
| YTD | -22.2% | +8.9% | -31.2% | -26.5% |
| 1Y | -3.5% | +14.0% | -17.5% | -9.7% |
| 3Y | +95.3% | +100.5% | -5.3% | +26.1% |
| All | +95.3% | +97.7% | -2.4% | +26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling