-9.1%
RKT vs WSM
+35.8%
-44.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +3.0% | +2.6% |
| 7D | +24.3% | -0.5% | +24.8% | +24.6% |
| 30D | +27.9% | +7.1% | +20.8% | +19.8% |
| 3M | +6.9% | +4.5% | +2.4% | +2.4% |
| 6M | +5.2% | +44.4% | -39.2% | -24.1% |
| YTD | -23.5% | +46.8% | -70.2% | -45.5% |
| 1Y | -9.1% | +31.7% | -40.8% | -26.6% |
| All | -9.1% | +35.8% | -44.9% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling