+39.4%
RKT vs PAYC
-22.8%
+62.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.1% | -2.5% |
| 7D | -1.0% | -8.7% | +7.8% | +0.3% |
| 30D | -2.4% | +1.2% | -3.6% | -2.5% |
| 3M | +1.9% | +58.6% | -56.7% | -5.6% |
| 6M | -13.9% | +56.6% | -70.5% | -20.3% |
| YTD | -30.6% | +36.2% | -66.9% | -34.3% |
| 1Y | -34.4% | -2.2% | -32.2% | -33.9% |
| All | +39.4% | -22.8% | +62.2% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 3y: compounded portfolio wealth divided by compounded PAYC 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…
3y analysis · Full analysis span regression · 6 months rolling