-7.2%
RKT vs PINS
-63.8%
+56.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.4% |
| 7D | +6.0% | -5.2% | +11.2% | +7.5% |
| 30D | +0.7% | -14.9% | +15.6% | +5.1% |
| 3M | +11.8% | -8.4% | +20.2% | +14.2% |
| 6M | -7.6% | +0.6% | -8.3% | -8.6% |
| YTD | -28.7% | -22.2% | -6.5% | -25.0% |
| 1Y | -32.6% | -46.9% | +14.4% | -21.7% |
| 3Y | +42.1% | -26.9% | +69.0% | +39.0% |
| 5Y | -7.2% | -63.0% | +55.8% | -9.6% |
| All | -7.2% | -63.8% | +56.7% | -9.6% |
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