-18.3%
WDAY vs RKT
-38.3%
+20.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.3% |
| 7D | -10.5% | -7.2% | -3.3% | -9.7% |
| 30D | +2.1% | -7.9% | +10.0% | +3.2% |
| 3M | +34.6% | +5.2% | +29.5% | +35.0% |
| 6M | +29.9% | -14.9% | +44.8% | +31.8% |
| YTD | -13.8% | -31.9% | +18.0% | -11.2% |
| 1Y | -18.3% | -36.9% | +18.6% | -16.8% |
| All | -18.3% | -38.3% | +20.1% | -16.8% |
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