+113.2%
WDC vs RKT
-9.4%
+122.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +8.7% | -15.5% | -8.3% |
| 7D | -18.3% | +29.7% | -48.0% | -22.9% |
| 30D | -26.7% | +28.5% | -55.2% | -30.8% |
| 3M | -40.9% | +6.4% | -47.3% | -41.8% |
| 6M | -26.8% | +7.1% | -33.9% | -29.5% |
| YTD | +88.2% | -22.5% | +110.6% | +97.2% |
| 1Y | +113.2% | -10.4% | +123.6% | +112.6% |
| All | +113.2% | -9.4% | +122.6% | +112.6% |
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