-20.1%
RKT price history and return analytics
+11.9%
-32.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.5% |
| 7D | -9.0% | +2.4% | -11.3% | -12.9% |
| 30D | +30.2% | -1.5% | +31.7% | +33.0% |
| 3M | -8.8% | -4.1% | -4.7% | -0.9% |
| 6M | -0.9% | +0.6% | -1.5% | -2.5% |
| YTD | -29.2% | +11.0% | -40.2% | -43.0% |
| 1Y | -20.1% | +13.3% | -33.4% | -39.1% |
| All | -20.1% | +11.9% | -32.0% | -39.1% |
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