+27.4%
WMT vs RKT
-9.4%
+36.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.7% | -5.2% | +3.1% |
| 7D | +8.8% | +29.7% | -21.0% | +7.9% |
| 30D | +22.9% | +28.5% | -5.6% | +21.9% |
| 3M | +16.1% | +6.4% | +9.7% | +15.5% |
| 6M | -0.5% | +7.1% | -7.6% | -0.8% |
| YTD | +16.7% | -22.5% | +39.1% | +16.0% |
| 1Y | +27.4% | -10.4% | +37.8% | +28.1% |
| All | +27.4% | -9.4% | +36.8% | +28.1% |
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