+44.0%
BKR vs PLTD
-76.9%
+120.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.2% | -0.7% |
| 7D | -7.0% | +4.2% | -11.2% | -6.5% |
| 30D | -8.1% | +0.7% | -8.9% | -8.0% |
| 3M | -6.6% | -32.4% | +25.8% | -10.0% |
| 6M | +0.9% | -26.2% | +27.1% | -1.1% |
| YTD | +31.1% | -17.0% | +48.1% | +31.5% |
| 1Y | +27.7% | -26.7% | +54.4% | +26.2% |
| All | +44.0% | -76.9% | +120.9% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling