+21.8%
KDP vs PLTU
-22.2%
+44.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | -0.2% |
| 7D | +2.1% | -11.6% | +13.7% | +1.8% |
| 30D | +8.5% | -4.6% | +13.1% | +8.4% |
| 3M | +6.6% | +33.7% | -27.1% | +7.9% |
| 6M | +17.1% | -9.4% | +26.5% | +17.8% |
| YTD | +19.0% | -34.7% | +53.8% | +19.8% |
| 1Y | +21.8% | -23.2% | +45.0% | +23.0% |
| All | +21.8% | -22.2% | +44.0% | +23.0% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling