+81.3%
RKT vs PINS
-38.3%
+119.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -9.0% | +1.0% | -10.0% | -9.1% |
| 30D | +30.2% | -12.0% | +42.2% | +32.8% |
| 3M | -8.8% | -17.9% | +9.0% | -6.2% |
| 6M | -0.9% | -1.0% | +0.1% | -0.8% |
| YTD | -29.2% | -26.0% | -3.2% | -26.2% |
| 1Y | -20.1% | -28.5% | +8.4% | -16.3% |
| 3Y | +81.3% | -39.2% | +120.5% | +70.5% |
| All | +81.3% | -38.3% | +119.6% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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