+12.3%
WFC vs RKT
-21.9%
+34.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.0% |
| 7D | +3.8% | +2.1% | +1.7% | +3.6% |
| 30D | +1.5% | +1.4% | 0.0% | +1.2% |
| 3M | +10.9% | +6.3% | +4.6% | +9.6% |
| 6M | +8.4% | -15.5% | +23.9% | +9.4% |
| YTD | -1.9% | -27.4% | +25.5% | +0.5% |
| 1Y | +12.3% | -26.6% | +38.9% | +11.1% |
| All | +12.3% | -21.9% | +34.2% | +11.1% |
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 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