+567.0%
WDC vs RKT
-7.1%
+574.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | -9.0% | +21.0% | +14.3% |
| 30D | -18.8% | +30.2% | -49.0% | -24.1% |
| 3M | -39.3% | -8.8% | -30.5% | -38.7% |
| 6M | -40.1% | -0.9% | -39.2% | -41.3% |
| YTD | +71.8% | -29.2% | +101.0% | +80.1% |
| 1Y | +88.5% | -20.1% | +108.5% | +92.1% |
| 3Y | +770.0% | +81.3% | +688.7% | +516.0% |
| All | +567.0% | -7.1% | +574.1% | +448.1% |
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