-11.1%
RKT vs PLUG
-48.8%
+37.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.6% | +0.3% |
| 7D | +10.3% | +14.5% | -4.2% | +7.9% |
| 30D | +32.3% | -10.7% | +43.0% | +34.5% |
| 3M | +10.7% | -31.2% | +41.9% | +17.0% |
| 6M | -3.2% | -51.9% | +48.7% | +6.6% |
| YTD | -21.5% | -23.9% | +2.3% | -21.0% |
| All | -11.1% | -48.8% | +37.7% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 1y: compounded portfolio wealth divided by compounded PLUG 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…
1y analysis · Full analysis span regression · 6 months rolling