+88.5%
WDC vs RKT
-23.8%
+112.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | -9.0% | +21.0% | +14.0% |
| 30D | -18.8% | +30.2% | -49.0% | -24.1% |
| 3M | -39.3% | -8.8% | -30.5% | -38.1% |
| 6M | -40.1% | -0.9% | -39.2% | -41.2% |
| YTD | +71.8% | -29.2% | +101.0% | +82.6% |
| 1Y | +88.5% | -20.1% | +108.5% | +91.0% |
| All | +88.5% | -23.8% | +112.3% | +91.0% |
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 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