-71.8%
PYPL vs RKT
-7.1%
-64.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +0.1% | -9.0% | +9.0% | +2.6% |
| 30D | +5.7% | +30.2% | -24.5% | -1.9% |
| 3M | -1.9% | -8.8% | +6.9% | +0.1% |
| 6M | +31.8% | -0.9% | +32.8% | +30.1% |
| YTD | +2.4% | -29.2% | +31.6% | +7.8% |
| 1Y | -8.2% | -20.1% | +11.8% | -7.3% |
| 3Y | +10.2% | +81.3% | -71.1% | -31.8% |
| All | -71.8% | -7.1% | -64.7% | -77.0% |
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