+95.3%
RKT vs PLD
+31.5%
+63.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.9% | +2.6% |
| 7D | +17.7% | -0.8% | +18.5% | +18.5% |
| 30D | +31.6% | -0.3% | +31.9% | +31.7% |
| 3M | +13.9% | -8.0% | +21.9% | +21.4% |
| 6M | +2.8% | -9.8% | +12.6% | +10.3% |
| YTD | -22.2% | +1.8% | -24.0% | -23.7% |
| 1Y | -3.5% | +5.6% | -9.1% | -7.9% |
| 3Y | +95.3% | +33.3% | +62.0% | +30.1% |
| All | +95.3% | +31.5% | +63.8% | +30.1% |
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