-16.7%
RKT vs WMB
+309.8%
-326.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +17.7% | -13.8% | +31.5% | +21.4% |
| 30D | +31.6% | -10.3% | +42.0% | +34.1% |
| 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% | -27.4% |
| 1Y | -3.5% | +14.0% | -17.5% | -11.4% |
| 3Y | +95.3% | +100.5% | -5.3% | +36.1% |
| 5Y | -0.4% | +179.5% | -179.9% | -37.0% |
| All | -16.7% | +309.8% | -326.5% | -49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling