-98.5%
RKTO price history and return analytics
+53.4%
-151.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.5% |
| 7D | -17.7% | -2.3% | -15.3% | -15.4% |
| 30D | -40.1% | -5.0% | -35.2% | -36.6% |
| 3M | -49.4% | -4.9% | -44.6% | -46.7% |
| 6M | -45.8% | -1.5% | -44.3% | -44.3% |
| YTD | -59.5% | +8.5% | -68.0% | -62.1% |
| 1Y | -68.7% | +11.4% | -80.0% | -71.3% |
| 3Y | -67.1% | +70.1% | -137.2% | -79.9% |
| All | -98.5% | +53.4% | -151.9% | -98.9% |
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 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