-27.0%
RKT vs WU
-53.1%
+26.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.4% |
| 7D | -7.2% | -5.0% | -2.3% | -4.8% |
| 30D | -7.9% | -2.3% | -5.6% | -6.8% |
| 3M | +5.2% | -3.2% | +8.4% | +5.2% |
| 6M | -14.9% | -25.0% | +10.1% | -2.8% |
| YTD | -31.9% | -21.7% | -10.2% | -24.4% |
| 1Y | -36.9% | -9.0% | -27.9% | -36.5% |
| 3Y | +35.7% | -28.9% | +64.6% | +55.0% |
| 5Y | -9.7% | -51.0% | +41.4% | +23.2% |
| All | -27.0% | -53.1% | +26.1% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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