+27.2%
RKT vs PLTD
-76.4%
+103.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.2% | +4.8% | +1.1% |
| 7D | +17.7% | +13.7% | +3.9% | +20.4% |
| 30D | +31.6% | +18.4% | +13.2% | +35.7% |
| 3M | +13.9% | -7.5% | +21.4% | +12.7% |
| 6M | +2.8% | -31.3% | +34.1% | -1.6% |
| YTD | -22.2% | -15.4% | -6.8% | -22.1% |
| 1Y | -3.5% | -18.4% | +14.9% | -3.5% |
| All | +27.2% | -76.4% | +103.6% | +10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling