+259.7%
ROKT price history and return analytics
+161.1%
+98.6%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | +4.9% | +2.4% | +2.5% | +2.3% |
| 30D | +1.0% | -1.5% | +2.5% | +2.8% |
| 3M | -16.3% | -4.1% | -12.2% | -12.3% |
| 6M | -14.9% | +0.6% | -15.4% | -14.9% |
| YTD | +19.2% | +11.0% | +8.2% | +7.5% |
| 1Y | +34.1% | +13.3% | +20.7% | +18.4% |
| 3Y | +155.0% | +73.4% | +81.7% | +45.4% |
| 5Y | +151.7% | +57.4% | +94.3% | +58.5% |
| All | +259.7% | +161.1% | +98.6% | +31.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling