+287.8%
ROKT price history and return analytics
+169.8%
+117.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.9% |
| 7D | +0.7% | +1.0% | -0.3% | -0.4% |
| 30D | -9.0% | -0.2% | -8.7% | -8.7% |
| 3M | -9.1% | +4.5% | -13.6% | -13.2% |
| 6M | +6.9% | +14.1% | -7.1% | -6.7% |
| YTD | +28.5% | +14.8% | +13.8% | +11.6% |
| 1Y | +52.0% | +21.2% | +30.8% | +25.0% |
| 3Y | +170.8% | +76.6% | +94.3% | +51.0% |
| 5Y | +177.6% | +66.6% | +111.0% | +64.0% |
| All | +287.8% | +169.8% | +117.9% | +36.2% |
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