-11.4%
RKT vs PSLV
+154.2%
-165.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -6.3% | -3.5% | -2.8% | -5.4% |
| 30D | -6.2% | -2.1% | -4.0% | -5.7% |
| 3M | -1.9% | -1.6% | -0.2% | -1.8% |
| 6M | -13.0% | -25.5% | +12.5% | -6.4% |
| YTD | -31.9% | -11.4% | -20.5% | -31.0% |
| 1Y | -37.6% | +48.6% | -86.1% | -45.6% |
| 3Y | +36.8% | +166.9% | -130.1% | -5.0% |
| All | -11.4% | +154.2% | -165.7% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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