-20.1%
RKT vs PINS
-47.0%
+26.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.4% |
| 7D | -3.8% | -9.4% | +5.6% | -1.5% |
| 30D | +32.8% | -10.2% | +43.1% | +36.3% |
| 3M | +0.8% | -19.0% | +19.9% | +5.8% |
| 6M | -2.6% | -7.4% | +4.7% | -1.5% |
| YTD | -25.4% | -25.7% | +0.3% | -21.4% |
| 1Y | -19.1% | -29.7% | +10.6% | -13.4% |
| 3Y | +83.2% | -38.1% | +121.3% | +90.3% |
| 5Y | +0.8% | -57.3% | +58.1% | +2.0% |
| All | -20.1% | -47.0% | +26.9% | -31.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling