-9.7%
RKT vs PAYC
-53.8%
+44.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.1% | -2.2% |
| 7D | -1.0% | -8.7% | +7.8% | +1.9% |
| 30D | -2.4% | +1.2% | -3.6% | -2.7% |
| 3M | +1.9% | +58.6% | -56.7% | -14.1% |
| 6M | -13.9% | +56.6% | -70.5% | -27.9% |
| YTD | -30.6% | +36.2% | -66.9% | -39.3% |
| 1Y | -34.4% | -2.2% | -32.2% | -35.0% |
| 3Y | +38.2% | -22.3% | +60.5% | +40.7% |
| 5Y | -9.7% | -53.9% | +44.2% | +3.0% |
| All | -9.7% | -53.8% | +44.2% | +3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling