+40.2%
PLD vs RBRK
+130.3%
-90.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -2.8% | -3.5% | +0.7% | -2.7% |
| 30D | -3.6% | -8.3% | +4.6% | -3.4% |
| 3M | -7.1% | +24.7% | -31.8% | -8.5% |
| 6M | +0.2% | +58.9% | -58.7% | -3.2% |
| YTD | +6.9% | +16.3% | -9.3% | +5.4% |
| 1Y | +25.0% | +10.1% | +14.9% | +23.4% |
| All | +40.2% | +130.3% | -90.2% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBRK.
Daily Out/Under-Performance
Portfolio return minus RBRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBRK 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 RBRK 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