+135.9%
WMT vs RKT
-10.3%
+146.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | 0.0% | -6.3% | +6.3% | +0.3% |
| 30D | -7.4% | -6.2% | -1.2% | -7.2% |
| 3M | -10.9% | -1.9% | -9.0% | -10.9% |
| 6M | -12.7% | -13.0% | +0.3% | -12.4% |
| YTD | -3.2% | -31.9% | +28.7% | -2.1% |
| 1Y | +5.3% | -37.6% | +42.8% | +6.9% |
| 3Y | +101.9% | +36.8% | +65.0% | +90.8% |
| All | +135.9% | -10.3% | +146.2% | +125.0% |
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