-27.1%
RKT vs GPN
-46.5%
+19.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -6.3% | -4.3% | -1.9% | -4.4% |
| 30D | -6.2% | 0.0% | -6.2% | -6.1% |
| 3M | -1.9% | +35.8% | -37.7% | -14.7% |
| 6M | -13.0% | +22.0% | -35.0% | -20.8% |
| YTD | -31.9% | +15.2% | -47.1% | -37.3% |
| 1Y | -37.6% | +3.5% | -41.1% | -39.7% |
| 3Y | +36.8% | -26.9% | +63.8% | +52.8% |
| 5Y | -9.7% | -44.2% | +34.5% | +8.1% |
| All | -27.1% | -46.5% | +19.4% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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