+29.7%
PM vs RKT
-11.6%
+41.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.5% | +0.7% |
| 7D | -6.6% | +4.6% | -11.3% | -6.7% |
| 30D | -3.4% | +25.9% | -29.3% | -3.8% |
| 3M | +5.3% | +5.0% | +0.3% | +5.3% |
| 6M | +15.5% | -7.9% | +23.4% | +16.0% |
| YTD | +24.3% | -25.4% | +49.6% | +25.1% |
| 1Y | +29.7% | -15.4% | +45.1% | +27.1% |
| All | +29.7% | -11.6% | +41.3% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 1y: compounded portfolio wealth divided by compounded RKT 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…
1y analysis · Full analysis span regression · 6 months rolling