+91.0%
RKT vs WSM
+271.7%
-180.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -3.8% | -3.0% | -0.8% | -2.5% |
| 30D | +32.8% | +10.1% | +22.8% | +27.0% |
| 3M | +0.8% | +4.9% | -4.1% | -1.5% |
| 6M | -2.6% | +49.8% | -52.4% | -18.1% |
| YTD | -25.4% | +48.7% | -74.2% | -36.7% |
| 1Y | -19.1% | +38.7% | -57.8% | -29.5% |
| All | +91.0% | +271.7% | -180.7% | -9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling