-37.6%
RKT vs PSA
+6.8%
-44.4%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.7% |
| 7D | -6.3% | -1.8% | -4.4% | -4.6% |
| 30D | -6.2% | -8.4% | +2.2% | +1.8% |
| 3M | -1.9% | -7.8% | +6.0% | +5.5% |
| 6M | -13.0% | +0.8% | -13.8% | -14.8% |
| YTD | -31.9% | +16.5% | -48.4% | -40.5% |
| 1Y | -37.6% | +4.7% | -42.3% | -41.8% |
| All | -37.6% | +6.8% | -44.4% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 1y: compounded portfolio wealth divided by compounded PSA 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…
1y analysis · Full analysis span regression · 6 months rolling