+15.8%
RKT vs PLTD
-78.0%
+93.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.4% | -5.4% | -5.0% |
| 7D | -7.5% | -9.8% | +2.3% | -9.1% |
| 30D | +26.6% | +18.9% | +7.7% | +30.8% |
| 3M | -2.4% | -4.2% | +1.8% | -2.9% |
| 6M | -7.4% | -34.8% | +27.5% | -12.1% |
| YTD | -29.2% | -21.1% | -8.1% | -29.9% |
| 1Y | -23.5% | -19.3% | -4.3% | -23.9% |
| All | +15.8% | -78.0% | +93.8% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 10y: compounded portfolio wealth divided by compounded PLTD 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…
10y analysis · Full analysis span regression · 6 months rolling