+42.1%
RKT vs PFGC
+63.1%
-21.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -0.9% |
| 7D | +6.0% | -2.4% | +8.4% | +7.3% |
| 30D | +0.7% | -15.8% | +16.4% | +9.4% |
| 3M | +11.8% | -0.6% | +12.4% | +11.8% |
| 6M | -7.6% | +10.7% | -18.3% | -12.6% |
| YTD | -28.7% | +7.6% | -36.3% | -31.9% |
| 1Y | -32.6% | -7.8% | -24.7% | -30.5% |
| 3Y | +42.1% | +63.7% | -21.6% | +2.2% |
| All | +42.1% | +63.1% | -21.0% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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