+11.4%
KDP vs PLTD
-78.0%
+89.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.4% | -7.8% | -7.4% |
| 7D | -4.0% | -9.8% | +5.8% | -3.7% |
| 30D | +8.5% | +18.9% | -10.5% | +7.9% |
| 3M | +20.7% | -4.2% | +24.9% | +20.7% |
| 6M | +23.2% | -34.8% | +58.0% | +24.1% |
| YTD | +30.5% | -21.1% | +51.6% | +31.1% |
| 1Y | +35.9% | -19.3% | +55.1% | +36.5% |
| All | +11.4% | -78.0% | +89.4% | +12.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling