+29.4%
KDP vs PLUG
-57.1%
+86.5%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.5% | +7.8% | -0.2% |
| 7D | +4.5% | -4.9% | +9.4% | +4.4% |
| 30D | +18.5% | -27.4% | +45.9% | +16.8% |
| 3M | +20.8% | -35.7% | +56.6% | +18.6% |
| 6M | +29.4% | -59.3% | +88.7% | +25.4% |
| All | +29.4% | -57.1% | +86.5% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 6mo: compounded portfolio wealth divided by compounded PLUG 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…
6mo analysis · Full analysis span regression · 6 months rolling