-20.1%
RKT vs PLD
+48.1%
-68.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | -3.8% | -1.0% | -2.8% | -3.1% |
| 30D | +32.8% | -1.8% | +34.7% | +34.7% |
| 3M | +0.8% | -6.0% | +6.9% | +5.5% |
| 6M | -2.6% | -8.4% | +5.7% | +3.0% |
| YTD | -25.4% | +4.2% | -29.7% | -28.0% |
| 1Y | -19.1% | +6.2% | -25.3% | -22.9% |
| 3Y | +83.2% | +37.0% | +46.2% | +43.1% |
| 5Y | +0.8% | +1.2% | -0.3% | -8.0% |
| All | -20.1% | +48.1% | -68.2% | -42.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling