-97.9%
RKTO price history and return analytics
+66.2%
-164.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.8% |
| 7D | +2.3% | +1.0% | +1.3% | +1.2% |
| 30D | -8.5% | -0.2% | -8.2% | -8.3% |
| 3M | -50.0% | +4.5% | -54.5% | -52.4% |
| 6M | -29.9% | +14.1% | -44.0% | -38.0% |
| YTD | -29.7% | +14.8% | -44.5% | -38.2% |
| 1Y | -52.7% | +21.2% | -73.9% | -60.2% |
| 3Y | -71.7% | +76.6% | -148.3% | -83.4% |
| 5Y | -97.9% | +66.6% | -164.5% | -98.6% |
| All | -97.9% | +66.2% | -164.1% | -98.6% |
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