+636.1%
RWK price history and return analytics
+360.7%
+275.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.7% |
| 7D | -0.5% | -0.7% | +0.2% | +0.2% |
| 30D | +5.0% | -1.7% | +6.7% | +6.7% |
| 3M | -1.4% | -2.3% | +0.9% | +0.8% |
| 6M | +8.0% | +1.5% | +6.5% | +6.1% |
| YTD | +18.8% | +12.0% | +6.7% | +5.7% |
| 1Y | +21.5% | +12.9% | +8.7% | +7.4% |
| 3Y | +68.8% | +74.9% | -6.2% | -2.5% |
| 5Y | +64.8% | +59.9% | +4.8% | +4.7% |
| 10Y | +226.5% | +224.6% | +1.9% | +11.4% |
| All | +636.1% | +360.7% | +275.4% | +77.9% |
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 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