+25.0%
ROK vs PLTU
-47.9%
+72.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | -0.6% |
| 7D | 0.0% | -24.5% | +24.5% | -0.5% |
| 30D | -2.5% | -20.2% | +17.7% | -2.7% |
| 3M | 0.0% | +3.1% | -3.1% | +0.6% |
| 6M | +11.6% | +8.7% | +2.8% | +15.2% |
| YTD | +15.2% | -36.2% | +51.4% | +22.9% |
| 1Y | +25.0% | -47.1% | +72.1% | +35.8% |
| All | +25.0% | -47.9% | +72.9% | +35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling