-31.1%
WDAY vs RKT
-9.6%
-21.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | +0.4% |
| 7D | -7.4% | -1.0% | -6.4% | -7.2% |
| 30D | +1.0% | -2.4% | +3.4% | +1.6% |
| 3M | +32.7% | +1.9% | +30.8% | +31.8% |
| 6M | +25.6% | -13.9% | +39.4% | +27.5% |
| YTD | -13.4% | -30.6% | +17.3% | -9.2% |
| 1Y | -19.4% | -34.4% | +15.0% | -14.9% |
| 3Y | -25.8% | +38.2% | -64.0% | -41.8% |
| 5Y | -31.1% | -9.7% | -21.4% | -44.8% |
| All | -31.1% | -9.6% | -21.5% | -44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling