-6.3%
RKT vs PWR
+443.9%
-450.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.3% |
| 7D | +2.1% | +3.6% | -1.5% | +1.0% |
| 30D | +1.4% | -8.6% | +10.0% | +4.1% |
| 3M | +6.3% | -13.2% | +19.4% | +9.9% |
| 6M | -15.5% | +9.9% | -25.4% | -20.3% |
| YTD | -27.4% | +48.0% | -75.4% | -38.6% |
| 1Y | -26.6% | +66.2% | -92.7% | -40.8% |
| 3Y | +41.2% | +195.1% | -153.9% | -18.0% |
| All | -6.3% | +443.9% | -450.1% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling