-11.8%
RKT vs WST
+47.8%
-59.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.2% | +0.9% |
| 7D | +17.7% | -3.1% | +20.8% | +19.1% |
| 30D | +31.6% | +9.1% | +22.5% | +26.8% |
| 3M | +13.9% | +14.7% | -0.8% | +7.1% |
| 6M | +2.8% | +28.0% | -25.2% | -7.9% |
| YTD | -22.2% | +45.6% | -67.9% | -32.2% |
| All | -11.8% | +47.8% | -59.7% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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