+6.6%
WDAY vs RKT
-7.0%
+13.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.1% | -4.3% | -5.2% |
| 7D | -4.4% | +2.1% | -6.5% | -4.6% |
| 30D | +14.7% | +1.4% | +13.3% | +14.6% |
| 3M | +32.4% | +6.3% | +26.1% | +31.0% |
| 6M | +36.9% | -15.5% | +52.3% | +38.5% |
| YTD | -8.8% | -27.4% | +18.5% | -6.4% |
| 1Y | -15.3% | -26.6% | +11.3% | -13.5% |
| 3Y | -21.2% | +41.2% | -62.4% | -30.0% |
| 5Y | -29.5% | -6.4% | -23.1% | -38.2% |
| All | +6.6% | -7.0% | +13.6% | -6.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling