-81.1%
PYPL vs RKT
-8.7%
-72.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.5% | -2.8% |
| 7D | +1.7% | +6.0% | -4.2% | +0.2% |
| 30D | -9.7% | +0.7% | -10.4% | -9.9% |
| 3M | +29.2% | +11.8% | +17.4% | +24.2% |
| 6M | +13.9% | -7.6% | +21.5% | +14.0% |
| YTD | -8.1% | -28.7% | +20.6% | -3.0% |
| 1Y | -21.4% | -32.6% | +11.2% | -16.3% |
| 3Y | -11.8% | +42.1% | -53.9% | -38.3% |
| 5Y | -81.1% | -7.2% | -74.0% | -85.3% |
| All | -81.1% | -8.7% | -72.5% | -85.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling