-20.1%
RKT vs PWR
+34.5%
-54.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | 0.0% |
| 7D | -9.0% | +11.3% | -20.3% | -9.6% |
| 30D | +30.2% | -8.9% | +39.1% | +30.9% |
| 3M | -8.8% | -10.5% | +1.7% | -8.2% |
| 6M | -0.9% | -22.2% | +21.2% | +5.0% |
| YTD | -29.2% | +42.7% | -71.9% | -43.3% |
| 1Y | -20.1% | +41.1% | -61.2% | -35.9% |
| All | -20.1% | +34.5% | -54.5% | -35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling