+2.5%
RKT vs PINS
-59.5%
+61.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.7% |
| 7D | +10.3% | -6.2% | +16.5% | +12.2% |
| 30D | +32.3% | -10.9% | +43.3% | +36.4% |
| 3M | +10.7% | -19.5% | +30.2% | +16.9% |
| 6M | -3.2% | -10.4% | +7.2% | -1.1% |
| YTD | -21.5% | -26.4% | +4.8% | -16.6% |
| 1Y | -6.0% | -29.6% | +23.6% | +1.4% |
| 3Y | +104.2% | -39.0% | +143.2% | +112.3% |
| 5Y | +2.5% | -59.1% | +61.6% | +3.5% |
| All | +2.5% | -59.5% | +61.9% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling