-97.5%
RKLZ price history and return analytics
+19.9%
-117.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.9% |
| 7D | -3.3% | +0.4% | -3.8% | -0.3% |
| 30D | +15.6% | +1.0% | +14.6% | +25.8% |
| 3M | +67.9% | +2.4% | +65.5% | +132.7% |
| 6M | -83.9% | +12.0% | -95.9% | -44.8% |
| YTD | -90.1% | +15.3% | -105.4% | -50.0% |
| All | -97.5% | +19.9% | -117.4% | -79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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