-16.7%
RKT vs PWR
+1,143.0%
-1,159.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.3% | -4.6% | +0.2% |
| 7D | +17.7% | -12.9% | +30.5% | +20.4% |
| 30D | +31.6% | -22.8% | +54.5% | +38.4% |
| 3M | +13.9% | -19.0% | +32.9% | +17.9% |
| 6M | +2.8% | -31.1% | +33.9% | +10.3% |
| YTD | -22.2% | +28.2% | -50.4% | -30.9% |
| 1Y | -3.5% | +22.2% | -25.7% | -13.1% |
| 3Y | +95.3% | +222.1% | -126.9% | +21.7% |
| 5Y | -0.4% | +364.1% | -364.5% | -44.2% |
| All | -16.7% | +1,143.0% | -1,159.6% | -66.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling