-12.1%
WDAY vs RKT
-23.8%
+11.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +1.8% | -9.0% | +10.8% | +3.0% |
| 30D | +4.1% | +30.2% | -26.1% | +0.7% |
| 3M | -4.8% | -8.8% | +4.0% | -4.4% |
| 6M | +68.6% | -0.9% | +69.6% | +68.3% |
| YTD | -8.5% | -29.2% | +20.6% | -7.7% |
| 1Y | -12.1% | -20.1% | +8.0% | -15.1% |
| All | -12.1% | -23.8% | +11.7% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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