-27.1%
RKT vs WPM
+187.3%
-214.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.8% |
| 7D | -6.3% | -0.6% | -5.7% | -6.1% |
| 30D | -6.2% | +14.4% | -20.6% | -10.5% |
| 3M | -1.9% | +37.0% | -38.8% | -12.4% |
| 6M | -13.0% | +4.1% | -17.1% | -15.1% |
| YTD | -31.9% | +31.7% | -63.6% | -38.1% |
| 1Y | -37.6% | +44.2% | -81.7% | -45.0% |
| 3Y | +36.8% | +265.5% | -228.7% | -15.4% |
| 5Y | -9.7% | +262.5% | -272.2% | -45.7% |
| All | -27.1% | +187.3% | -214.4% | -57.1% |
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