-20.0%
RKT vs PWR
+1,240.3%
-1,260.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.4% | -3.5% | -4.6% |
| 7D | +4.6% | -11.2% | +15.9% | +6.7% |
| 30D | +25.9% | -17.4% | +43.3% | +30.3% |
| 3M | +5.0% | -11.7% | +16.8% | +6.5% |
| 6M | -7.9% | -21.7% | +13.8% | -4.4% |
| YTD | -25.4% | +38.3% | -63.6% | -34.9% |
| 1Y | -15.4% | +29.6% | -45.0% | -24.8% |
| 3Y | +83.3% | +236.1% | -152.8% | +13.5% |
| 5Y | -0.8% | +406.3% | -407.1% | -45.4% |
| All | -20.0% | +1,240.3% | -1,260.3% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling