+2.5%
RKT price history and return analytics
+57.4%
-54.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -3.2% |
| 7D | +10.3% | +0.4% | +9.9% | +9.5% |
| 30D | +32.3% | -2.6% | +34.9% | +37.2% |
| 3M | +10.7% | -3.2% | +14.0% | +16.2% |
| 6M | -3.2% | +0.9% | -4.1% | -4.3% |
| YTD | -21.5% | +11.3% | -32.8% | -32.5% |
| 1Y | -6.0% | +14.0% | -20.0% | -21.6% |
| 3Y | +104.2% | +75.8% | +28.4% | -15.9% |
| 5Y | +2.5% | +57.8% | -55.3% | -49.7% |
| All | +2.5% | +57.4% | -54.9% | -49.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling