-7.2%
RKT price history and return analytics
+66.2%
-73.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.0% |
| 7D | +6.0% | +1.0% | +5.0% | +4.4% |
| 30D | +0.7% | -0.2% | +0.9% | +1.3% |
| 3M | +11.8% | +4.5% | +7.3% | +4.9% |
| 6M | -7.6% | +14.1% | -21.7% | -23.4% |
| YTD | -28.7% | +14.8% | -43.4% | -41.1% |
| 1Y | -32.6% | +21.2% | -53.8% | -48.6% |
| 3Y | +42.1% | +76.6% | -34.5% | -40.7% |
| 5Y | -7.2% | +66.6% | -73.8% | -57.5% |
| All | -7.2% | +66.2% | -73.4% | -57.5% |
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