-27.1%
RKT vs PAYX
+91.7%
-118.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.4% |
| 7D | -6.3% | -4.9% | -1.4% | -3.5% |
| 30D | -6.2% | -3.8% | -2.4% | -4.0% |
| 3M | -1.9% | +17.9% | -19.7% | -11.5% |
| 6M | -13.0% | +26.1% | -39.1% | -25.6% |
| YTD | -31.9% | +6.7% | -38.7% | -35.4% |
| 1Y | -37.6% | -10.7% | -26.8% | -33.0% |
| 3Y | +36.8% | +7.0% | +29.8% | +21.4% |
| 5Y | -9.7% | +22.6% | -32.3% | -24.9% |
| All | -27.1% | +91.7% | -118.8% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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