+83.3%
RKT vs PLD
+37.2%
+46.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.5% | -4.6% |
| 7D | +4.6% | +0.8% | +3.8% | +4.0% |
| 30D | +25.9% | +0.5% | +25.4% | +25.2% |
| 3M | +5.0% | -5.5% | +10.5% | +9.5% |
| 6M | -7.9% | -8.3% | +0.4% | -2.5% |
| YTD | -25.4% | +4.3% | -29.7% | -28.1% |
| 1Y | -15.4% | +7.4% | -22.8% | -20.2% |
| 3Y | +83.3% | +37.1% | +46.3% | +23.1% |
| All | +83.3% | +37.2% | +46.1% | +23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling