+19.6%
RKT vs PLTU
+124.7%
-105.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.8% |
| 7D | +4.6% | -9.2% | +13.9% | +5.2% |
| 30D | +25.9% | -37.3% | +63.2% | +30.3% |
| 3M | +5.0% | -14.7% | +19.7% | +5.0% |
| 6M | -7.9% | +17.3% | -25.2% | -12.4% |
| YTD | -25.4% | -39.4% | +14.0% | -26.2% |
| 1Y | -15.4% | -50.6% | +35.2% | -15.5% |
| All | +19.6% | +124.7% | -105.2% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling