+95.3%
RKT vs PCOR
+43.8%
+51.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | +17.7% | +22.7% | -5.1% | +10.5% |
| 30D | +31.6% | +37.5% | -5.8% | +19.7% |
| 3M | +13.9% | +35.2% | -21.3% | +3.9% |
| 6M | +2.8% | +42.2% | -39.4% | -8.2% |
| YTD | -22.2% | +3.6% | -25.8% | -24.8% |
| 1Y | -3.5% | -4.8% | +1.2% | -4.2% |
| 3Y | +95.3% | +48.3% | +46.9% | +25.8% |
| All | +95.3% | +43.8% | +51.5% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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