+13.5%
RKT vs PLTU
+131.7%
-118.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.1% | -3.9% | -5.0% |
| 7D | -7.5% | +21.9% | -29.4% | -9.1% |
| 30D | +26.6% | -35.3% | +61.9% | +30.7% |
| 3M | -2.4% | -7.7% | +5.3% | -3.1% |
| 6M | -7.4% | +24.2% | -31.6% | -12.3% |
| YTD | -29.2% | -37.5% | +8.4% | -30.2% |
| 1Y | -23.5% | -43.6% | +20.0% | -24.3% |
| All | +13.5% | +131.7% | -118.2% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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