+43.5%
KDP vs PLTD
-16.1%
+59.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.4% | +3.5% | +5.8% |
| 7D | +5.3% | +14.4% | -9.1% | +4.6% |
| 30D | +19.1% | +8.6% | +10.5% | +18.5% |
| 3M | +19.2% | -9.2% | +28.4% | +19.5% |
| 6M | +29.3% | -29.5% | +58.8% | +30.0% |
| YTD | +35.5% | -20.2% | +55.7% | +37.2% |
| 1Y | +43.5% | -16.5% | +60.0% | +45.3% |
| All | +43.5% | -16.1% | +59.6% | +45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling