+39.4%
RKT vs WPM
+273.6%
-234.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.8% | -3.1% |
| 7D | -1.0% | +3.9% | -4.8% | -2.2% |
| 30D | -2.4% | +17.7% | -20.1% | -7.8% |
| 3M | +1.9% | +39.4% | -37.5% | -9.7% |
| 6M | -13.9% | +6.4% | -20.3% | -16.8% |
| YTD | -30.6% | +34.0% | -64.6% | -36.4% |
| 1Y | -34.4% | +50.5% | -84.9% | -41.6% |
| All | +39.4% | +273.6% | -234.2% | -22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling