+124.9%
WFC vs RKT
+92.6%
+32.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.9% | +5.2% | +0.8% |
| 7D | +0.9% | +4.6% | -3.8% | +0.4% |
| 30D | +3.3% | +25.9% | -22.6% | +1.0% |
| 3M | -1.4% | +5.0% | -6.4% | -2.2% |
| 6M | +14.7% | -7.9% | +22.6% | +14.8% |
| YTD | -5.9% | -25.4% | +19.4% | -4.5% |
| 1Y | +1.8% | -15.4% | +17.2% | +2.0% |
| 3Y | +124.9% | +83.3% | +41.6% | +90.4% |
| All | +124.9% | +92.6% | +32.3% | +90.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling