-20.1%
RKT vs PWR
+1,297.3%
-1,317.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.3% | -1.0% |
| 7D | -3.8% | +4.7% | -8.5% | -5.1% |
| 30D | +32.8% | -12.5% | +45.3% | +35.7% |
| 3M | +0.8% | -9.3% | +10.2% | +1.6% |
| 6M | -2.6% | -22.2% | +19.5% | +1.7% |
| YTD | -25.4% | +44.2% | -69.6% | -35.5% |
| 1Y | -19.1% | +35.5% | -54.6% | -28.9% |
| 3Y | +83.2% | +250.4% | -167.3% | +12.3% |
| 5Y | +0.8% | +425.6% | -424.8% | -45.0% |
| All | -20.1% | +1,297.3% | -1,317.4% | -69.0% |
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