-22.2%
RKT vs PLD
+55.2%
-77.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.6% |
| 7D | +2.1% | -2.4% | +4.5% | +3.9% |
| 30D | +1.4% | -2.4% | +3.9% | +3.4% |
| 3M | +6.3% | -3.8% | +10.1% | +8.5% |
| 6M | -15.5% | 0.0% | -15.5% | -15.6% |
| YTD | -27.4% | +9.2% | -36.6% | -32.2% |
| 1Y | -26.6% | +25.9% | -52.5% | -38.5% |
| 3Y | +41.2% | +21.3% | +19.9% | +20.9% |
| 5Y | -6.4% | +14.1% | -20.5% | -21.0% |
| All | -22.2% | +55.2% | -77.4% | -46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling