-2.6%
RKT vs WU
-20.7%
+18.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +3.0% | +1.4% |
| 7D | -3.8% | +2.1% | -5.9% | -5.1% |
| 30D | +32.8% | +10.1% | +22.7% | +26.2% |
| 3M | +0.8% | -1.1% | +2.0% | +0.5% |
| 6M | -2.6% | -19.8% | +17.2% | +12.6% |
| All | -2.6% | -20.7% | +18.0% | +12.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling