+1.7%
RKT vs WMB
+178.0%
-176.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +17.7% | -13.8% | +31.5% | +21.7% |
| 30D | +31.6% | -10.3% | +42.0% | +34.2% |
| 3M | +13.9% | -10.1% | +24.0% | +15.5% |
| 6M | +2.8% | -11.8% | +14.6% | +3.9% |
| YTD | -22.2% | +8.9% | -31.2% | -28.6% |
| 1Y | -3.5% | +14.0% | -17.5% | -13.2% |
| 3Y | +95.3% | +100.5% | -5.3% | +19.4% |
| All | +1.7% | +178.0% | -176.3% | -48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling