-72.8%
PYPL vs RKT
-7.0%
-65.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.8% |
| 7D | +2.7% | +2.1% | +0.6% | +2.3% |
| 30D | -4.9% | +1.4% | -6.3% | -5.2% |
| 3M | +28.9% | +6.3% | +22.6% | +26.8% |
| 6M | +18.2% | -15.5% | +33.7% | +20.3% |
| YTD | -5.0% | -27.4% | +22.3% | -1.7% |
| 1Y | -18.8% | -26.6% | +7.8% | -16.7% |
| 3Y | -12.6% | +41.2% | -53.8% | -25.9% |
| 5Y | -80.8% | -6.4% | -74.4% | -83.8% |
| All | -72.8% | -7.0% | -65.7% | -77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling