-32.6%
RKT vs PCG
-0.4%
-32.2%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.6% | -5.4% | -2.4% |
| 7D | +6.0% | +5.4% | +0.6% | +4.8% |
| 30D | +0.7% | -15.1% | +15.8% | +4.1% |
| 3M | +11.8% | -9.8% | +21.6% | +13.8% |
| 6M | -7.6% | -18.0% | +10.4% | -3.2% |
| YTD | -28.7% | -7.2% | -21.4% | -26.0% |
| 1Y | -32.6% | +2.9% | -35.4% | -34.1% |
| All | -32.6% | -0.4% | -32.2% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling