-16.7%
RKT vs PLD
+44.6%
-61.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +31.8% |
| 3M | +13.9% | -8.0% | +21.9% | +21.2% |
| 6M | +2.8% | -9.8% | +12.6% | +10.2% |
| YTD | -22.2% | +1.8% | -24.0% | -23.6% |
| 1Y | -3.5% | +5.6% | -9.1% | -7.6% |
| 3Y | +95.3% | +33.3% | +62.0% | +55.9% |
| 5Y | -0.4% | +0.3% | -0.7% | -8.2% |
| All | -16.7% | +44.6% | -61.2% | -39.1% |
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 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