-10.4%
RKT vs PLD
+9.3%
-19.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.8% | +6.9% | +7.2% |
| 7D | +29.7% | +4.9% | +24.8% | +25.0% |
| 30D | +28.5% | +2.6% | +25.9% | +25.5% |
| 3M | +6.4% | -4.8% | +11.2% | +10.8% |
| 6M | +7.1% | -3.9% | +11.0% | +7.3% |
| YTD | -22.5% | +5.3% | -27.8% | -29.7% |
| 1Y | -10.4% | +9.3% | -19.7% | -25.2% |
| All | -10.4% | +9.3% | -19.7% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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