+980.3%
WDC vs RKT
-7.0%
+987.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.5% |
| 7D | +6.0% | +6.0% | 0.0% | +4.5% |
| 30D | +9.9% | +0.7% | +9.3% | +9.4% |
| 3M | -9.4% | +11.8% | -21.2% | -12.8% |
| 6M | +94.7% | -7.6% | +102.4% | +94.6% |
| YTD | +177.4% | -28.7% | +206.0% | +192.5% |
| 1Y | +412.6% | -32.6% | +445.2% | +444.2% |
| 3Y | +1,359.8% | +42.1% | +1,317.7% | +1,044.5% |
| All | +980.3% | -7.0% | +987.3% | +783.5% |
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