-23.5%
RKT vs PLD
+5.5%
-29.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.1% | -3.9% | -4.1% |
| 7D | -7.5% | 0.0% | -7.5% | -7.5% |
| 30D | +26.6% | -3.7% | +30.3% | +30.5% |
| 3M | -2.4% | -7.9% | +5.5% | +4.6% |
| 6M | -7.4% | -9.2% | +1.9% | -1.0% |
| YTD | -29.2% | +3.1% | -32.2% | -34.9% |
| 1Y | -23.5% | +6.2% | -29.7% | -34.5% |
| All | -23.5% | +5.5% | -29.0% | -34.5% |
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