-5.4%
RKT vs PLUG
-97.5%
+92.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -10.5% | +10.5% | +1.8% |
| 7D | -9.0% | -23.4% | +14.5% | -4.8% |
| 30D | +30.2% | -23.4% | +53.6% | +35.9% |
| 3M | -8.8% | -51.7% | +42.9% | +2.9% |
| 6M | -0.9% | -72.0% | +71.0% | +21.7% |
| YTD | -29.2% | -43.7% | +14.5% | -24.9% |
| 1Y | -20.1% | -55.4% | +35.4% | -12.2% |
| 3Y | +81.3% | -68.0% | +149.3% | +74.3% |
| All | -5.4% | -97.5% | +92.1% | +57.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling