-73.6%
PYPL vs RKT
-12.8%
-60.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +2.5% |
| 7D | -5.9% | -7.2% | +1.3% | -4.6% |
| 30D | -9.4% | -7.9% | -1.5% | -8.1% |
| 3M | +31.3% | +5.2% | +26.1% | +29.5% |
| 6M | +19.1% | -14.9% | +34.0% | +21.2% |
| YTD | -7.9% | -31.9% | +24.0% | -3.6% |
| 1Y | -17.9% | -36.9% | +19.0% | -13.2% |
| 3Y | -11.6% | +35.7% | -47.3% | -24.5% |
| 5Y | -81.0% | -9.7% | -71.4% | -83.8% |
| All | -73.6% | -12.8% | -60.8% | -77.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling