-23.6%
RKT vs PAAS
+41.6%
-65.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.6% |
| 7D | +6.0% | +2.0% | +4.0% | +5.5% |
| 30D | +0.7% | -0.1% | +0.7% | +0.3% |
| 3M | +11.8% | +8.2% | +3.6% | +8.8% |
| 6M | -7.6% | -13.8% | +6.2% | -5.2% |
| YTD | -28.7% | -0.6% | -28.0% | -29.2% |
| 1Y | -32.6% | +44.0% | -76.6% | -38.8% |
| 3Y | +42.1% | +246.6% | -204.5% | -2.8% |
| 5Y | -7.2% | +116.1% | -123.2% | -32.3% |
| All | -23.6% | +41.6% | -65.2% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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