-6.3%
RKT vs PLD
+14.8%
-21.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.6% |
| 7D | +2.1% | -2.4% | +4.5% | +4.0% |
| 30D | +1.4% | -2.4% | +3.9% | +3.5% |
| 3M | +6.3% | -3.8% | +10.1% | +8.6% |
| 6M | -15.5% | 0.0% | -15.5% | -15.6% |
| YTD | -27.4% | +9.2% | -36.6% | -32.4% |
| 1Y | -26.6% | +25.9% | -52.5% | -38.8% |
| 3Y | +41.2% | +21.3% | +19.9% | +20.2% |
| All | -6.3% | +14.8% | -21.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling