+45.9%
KDP vs PLTD
-18.6%
+64.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.5% | +6.3% | +1.1% |
| 7D | +0.3% | +4.2% | -3.9% | +0.1% |
| 30D | +16.3% | +20.8% | -4.5% | +15.1% |
| 3M | +24.0% | -2.6% | +26.5% | +23.8% |
| 6M | +30.0% | -33.1% | +63.1% | +31.4% |
| YTD | +36.1% | -20.0% | +56.1% | +37.3% |
| All | +45.9% | -18.6% | +64.6% | +46.7% |
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