+19.8%
RBRK vs PLTD
-76.7%
+96.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | +1.3% |
| 7D | -3.5% | +9.9% | -13.4% | +1.3% |
| 30D | -8.3% | +3.8% | -12.1% | -5.3% |
| 3M | +24.7% | -32.3% | +57.0% | +9.1% |
| 6M | +58.9% | -25.9% | +84.8% | +52.2% |
| YTD | +16.3% | -16.4% | +32.7% | +20.2% |
| 1Y | +10.1% | -25.2% | +35.3% | +10.7% |
| All | +19.8% | -76.7% | +96.5% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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