-24.1%
RKT vs WPM
+145.0%
-169.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -9.0% | -3.6% | -5.4% | -7.8% |
| 30D | +30.2% | +1.4% | +28.8% | +29.0% |
| 3M | -8.8% | -0.2% | -8.7% | -9.4% |
| 6M | -0.9% | -7.3% | +6.4% | +0.3% |
| YTD | -29.2% | +12.3% | -41.5% | -32.5% |
| 1Y | -20.1% | +24.9% | -45.0% | -26.2% |
| 3Y | +81.3% | +210.4% | -129.0% | +18.0% |
| 5Y | -6.6% | +210.4% | -217.0% | -41.1% |
| All | -24.1% | +145.0% | -169.2% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling